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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Guggenheim S&P 500 Equal Weight ETFRSPCU.S. Mid Cap11fund risk0.4%
John Hancock Multifactor Large Cap ETFJHMLCU.S. All Cap11fund risk0%
Global X Conscious Companies ETFKRMABU.S. All Cap11fund risk0%
Arrow DWA Tactical ETFDWATCU.S. Large Cap11fund risk0%
Global X Guru Index ETFGURUBU.S. Mid Cap11fund risk0.75%
John Hancock Multifactor Mid Cap ETFJHMMCU.S. Mid Cap11fund risk0%
WisdomTree US Dividend Growth FundDGRWCU.S. Large Cap11fund risk0%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEC-U.S. Small Cap11fund risk0%
WisdomTree Earnings 500 FundEPSCU.S. Large Cap12fund risk0.28%
John Hancock Multifactor Healthcare ETFJHMHDU.S. All Cap12fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMCBU.S. Mid Cap12fund risk0%
WisdomTree MidCap Earnings FundEZMC-U.S. Small Cap12fund risk0.38%
Global X S&P 500 Catholic Values ETFCATHCU.S. Large Cap12fund risk0%
Guggenheim S&P 500 Equal Weight Industrials ETFRGIBU.S. Mid Cap13fund risk0.5%
Oppenheimer Mid Cap Revenue ETFRWKD-U.S. Small Cap13fund risk0.54%
John Hancock Multifactor Industrials ETFJHMIAU.S. Mid Cap13fund risk0%
Guggenheim S&P 500 Equal Weight Materials ETFRTMDU.S. Mid Cap13fund risk0.5%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDBU.S. Large Cap4fund risk0%
IQ Merger Arbitrage ETFMNAC-U.S. Small Cap4fund risk0.75%
J P Morgan Chase & Co ETFJPHFFU.S. Large Cap6fund risk0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMEBU.S. Mid Cap9fund risk0%
Global X Scientific Beta US ETFSCIUBU.S. Mid Cap10fund risk0%
American Customer Satisfaction Core Alpha ETFACSIBU.S. Mid Cap10fund risk0%
JPMorgan Diversified Return US Equity ETFJPUSDU.S. Large Cap10fund risk0%
U.S. Equities - Growth     
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHF++U.S. All Cap - Growth13fund risk0.5%
Guggenheim S&P 500 Equal Weight Technology ETFRYTB++U.S. All Cap - Growth15fund risk0.5%
John Hancock Multifactor Technology ETFJHMTB++U.S. All Cap - Growth16fund risk0%
Janus Small/Mid Cap Growth Alpha ETFJSMDB++U.S. Mid Cap - Growth18fund risk0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAIC++U.S. All Cap - Growth4fund risk0.75%
U.S. Equities - Value     
Global X SuperDividend ETFSDIVF--U.S. Mid Cap - Value10fund risk0.58%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGLA--U.S. Mega Cap - Value10fund risk0%
WisdomTree Total Dividend FundDTDB--U.S. Large Cap - Value10fund risk0.28%
Arrow Dow Jones Global Yield ETFGYLDF--U.S. Mid Cap - Value10fund risk0.75%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSC--U.S. Large Cap - Value10fund risk0.5%
WisdomTree MidCap Dividend FundDONC--U.S. Mid Cap - Value11fund risk0.38%
WisdomTree LargeCap Dividend FundDLNB--U.S. Large Cap - Value11fund risk0.28%
WisdomTree Dividend Ex-Financials FundDTNC--U.S. Large Cap - Value11fund risk0.38%
John Hancock Multifactor Consumer Staples ETFJHMSD--U.S. Large Cap - Value11fund risk0%
Oppenheimer Large Cap Revenue ETFRWLB--U.S. Large Cap - Value11fund risk0.49%
WisdomTree Total Earnings FundEXTA--U.S. Mega Cap - Value12fund risk0.28%
Guggenheim S&P MidCap 400 Equal Weight ETFEWMCB--U.S. Small Cap - Value12fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDB--U.S. Mid Cap - Value12fund risk0.5%
WisdomTree SmallCap Dividend FundDESC--U.S. Small Cap - Value12fund risk0.38%
Oppenheimer Ultra Dividend Revenue ETFRDIVC--U.S. Mid Cap - Value13fund risk0%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSB--U.S. Small Cap - Value13fund risk0%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCA--U.S. Small Cap - Value14fund risk0%
WisdomTree SmallCap Earnings FundEESA--U.S. Small Cap - Value14fund risk0.38%
John Hancock Multifactor Financials ETFJHMFA--U.S. All Cap - Value15fund risk0%
Guggenheim S&P 500 Equal Weight Financials ETFRYFA--U.S. All Cap - Value15fund risk0.5%
Oppenheimer Small Cap Revenue ETFRWJC--U.S. Small Cap - Value16fund risk0.54%
Global X MLP & Energy Infrastructure ETFMLPXF--U.S. Mid Cap - Value18fund risk0%
John Hancock Multifactor Energy ETFJHMED--U.S. Mid Cap - Value18fund risk0%
Global X MLP ETFMLPAF--U.S. Mid Cap - Value19fund risk0.47%
Guggenheim S&P 500 Equal Weight Energy ETFRYEF--U.S. Mid Cap - Value21fund risk0.5%
Global SuperDividend US ETFDIVF--U.S. Mid Cap - Value8fund risk0.45%
Global X SuperDividend Alternatives ETFALTYF--U.S. Mid Cap - Value8fund risk0%
Legg Mason Low Volatility High Dividend ETFLVHDF--U.S. Mid Cap - Value9fund risk0%
Global X SuperDividend REIT ETFSRETF--U.S. Mid Cap - Value10fund risk0%
WisdomTree Equity Income FundDHSD--U.S. Large Cap - Value10fund risk0.38%
WisdomTree Global Equity Income FundDEWC--U.S. Large Cap - Value10fund risk0.58%
Specialty     
ETFS Gold TrustSGOLB++Gold10fund risk0.39%
Guggenheim S&P 500 Equal Weight Utilities ETFRYUA--U.S. Real Estate11fund risk0.5%
ETFS Physical Precious Metal Basket SharesGLTRC++Gold11fund risk0.6%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREA--U.S. Real Estate12fund risk0%
IQ US Real Estate Small Cap ETFROOFD--U.S. Real Estate12fund risk0.69%
ETFS Physical Silver SharesSIVRF++Gold17fund risk0.45%
WisdomTree Chinese Yuan FundCYBA++Gold8fund risk0.45%
Global & Intl. Equity     
WisdomTree DEFA FundDWMCInternational Large Cap10fund risk0.48%
JPMorgan Diversified Return International Currency Hedged ETFJPIHD+International Large Cap - Growth10fund risk0%
Legg Mason International Low Volatility High Dividend ETFLVHIFInternational Large Cap10fund risk0%
Legg Mason Developed EX-US Diversified Core ETFDDBIB+Europe10fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGFA+International Large Cap - Growth10fund risk0%
WisdomTree International SmallCap Dividend FundDLSAInternational Large Cap10fund risk0.58%
Diversified Return International Equity ETFJPINC+International Large Cap - Growth11fund risk0%
WisdomTree International LargeCap Dividend FundDOLCInternational Large Cap11fund risk0.48%
WisdomTree International MidCap Dividend FundDIMAInternational Large Cap11fund risk0.58%
WisdomTree DEFA Equity Income FundDTHCInternational Large Cap11fund risk0.58%
IQ 50 Percent Hedged FTSE Europe ETFHFXEC-Europe11fund risk0%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDBInternational Large Cap11fund risk0%
WisdomTree International Hedged Dividend Growth FundIHDGD+International Large Cap - Growth11fund risk0%
WisdomTree International Dividend Ex-Financials FundDOOBInternational Large Cap11fund risk0.58%
WisdomTree Global ex-U.S. Growth FundDNLA+International Large Cap - Growth11fund risk0.58%
LYXOR ETF SGQI EURSGQIF++International Large Cap11fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEUC-Europe11fund risk0%
Global X Scientific Beta Europe ETFSCIDA-Europe11fund risk0%
WisdomTree Europe Hedged SmallCap Equity FundEUSCD+International Large Cap - Growth12fund risk0%
IQ 50 Percent Hedged FTSE International ETFHFXICInternational Large Cap12fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFEB+International Large Cap - Growth12fund risk0%
JPMorgan Diversified Return Europe Currency Hedged ETFJPEHC+Europe12fund risk0%
John Hancock Multifactor Utilities ETFJHMUF++Japan12fund risk0%
Guggenheim S&P High Income Infrastructure ETFGHIIFInternational Large Cap12fund risk0%
WisdomTree Europe Dividend Growth FundEUDGD+International Large Cap - Growth12fund risk0%
WisdomTree Asia-Pacific ex-Japan FundAXJLD++Emerging Markets12fund risk0.48%
WisdomTree Global ex-US Real Estate FundDRWA+International Large Cap - Growth12fund risk0.58%
WisdomTree Japan SmallCap Dividend FundDFJA++Japan12fund risk0.58%
WisdomTree Europe SmallCap Dividend FundDFEA-Europe12fund risk0.58%
WisdomTree Middle East Dividend FundGULFA++Emerging Markets13fund risk0%
WisdomTree Europe Hedged Equity FundHEDJF+International Large Cap - Growth13fund risk0.58%
WisdomTree Australia Dividend FundAUSEC--Pacific ex-Japan13fund risk0.58%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEMB++Emerging Markets13fund risk0.6%
WisdomTree Germany Hedged Equity FundDXGEF+International Large Cap - Growth13fund risk0%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMB++Emerging Markets14fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGREC++Emerging Markets14fund risk0%
WisdomTree Emerging Markets SmallCap Dividend FundDGSA++Emerging Markets14fund risk0.63%
John Hancock Multifactor Materials ETFJHMAC+Europe14fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDGD++Japan14fund risk0%
Global X Next Emerging & Frontier ETFEMFMB++Emerging Markets14fund risk0%
Global X MSCI SuperDividend Emerging Markets ETFSDEMC++Emerging Markets14fund risk0%
WisdomTree Emerging Markets Equity Income FundDEMA++Emerging Markets14fund risk0.63%
IQ 50 Percent Hedged FTSE Japan ETFHFXJB++Japan14fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCGC++Emerging Markets15fund risk0%
WisdomTree Brazilian Real FundBZFF++Emerging Markets15fund risk0.45%
WisdomTree India Earnings FundEPIF++Emerging Markets15fund risk0.84%
WisdomTree Japan Hedged SmallCap Equity FundDXJSD++Japan15fund risk0%
WisdomTree Japan Hedged Equity FundDXJF++Japan16fund risk0.48%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEB++Emerging Markets16fund risk0%
WisdomTree Japan Hedged Financials FundDXJFF++Japan18fund risk0%
WisdomTree China ex-State-Owned Enterprises FundCXSEA++Emerging Markets20fund risk0%
WisdomTree Emerging Currency FundCEWB++Emerging Markets6fund risk0.55%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUF-Europe6fund risk0%
IQ Global Resources ETFGRESD++Emerging Markets9fund risk0.75%
JPMorgan Diversified Return Global Equity ETFJPGEB+International Large Cap - Growth10fund risk0%
WisdomTree Dynamic Currency Hedged International Equity FundDDWMDInternational Large Cap10fund risk0%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Janus Henderson Short Duration Income ETFVNLABU.S. Treasury - Short1fund risk0%
Global X Scientific Beta Asia ex-Japan ETFSCIXABond - U.S. High Yield11fund risk0%
Global X | JPMorgan US Sector Rotator Index ETFSCTOABond - U.S. High Yield11fund risk0%
Global X Scientific Beta Japan ETFSCIJABond - U.S. High Yield12fund risk0%
JPMorgan Disciplined HY ETFJPHYCBond - U.S. High Yield3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDCU.S. Treasury - Short / Intermediate3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYCBond - U.S. Corporate3fund risk0%
IQ Enhanced Core Plus Bond U.S. ETFAGGPDBond - U.S. Corporate3fund risk0%
Guggenheim Total Return ETFGTOBBond - U.S. Corporate3fund risk0%
IQ Enhanced Core Bond U.S. ETFAGGEDU.S. Treasury - Intermediate / Long4fund risk0%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLVDBond - U.S. High Yield4fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDB+U.S. Treasury - Long6fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBCBond - Emerging Market7fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDAU.S. Treasury - Intermediate / Long9fund risk0%
Other     
WisdomTree United Kingdom Hedged Equity FundDXPS Other0fund risk0%
WisdomTree Japan Hedged Real Estate FundDXJR Other0fund risk0%
Janus Velocity Volatility Hedged Large Cap ETFSPXH Other0fund risk0.65%
Janus Velocity Tail Risk Hedged Large Cap ETFTRSK Other0fund risk0.65%
Chart Acquisition CorpCACG Other0fund risk0%
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