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Core ETF plan

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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     
SPDR S&P 500 ETF TrustSPYCU.S. Large Cap20fund risk0.09%
Vanguard Mid-Cap ETFVOC++U.S. Mid Cap23fund risk0.09%
U.S. Equities - Value     
Vanguard Small-Cap Value ETFVBRC++U.S. Small Cap - Value32fund risk0.09%
iShares North American Natural Resources ETFIGED++U.S. All Cap - Value34fund risk0.48%
Specialty     
PowerShares DB Commodity Index Tracking FundDBCA++Commodities19fund risk0.87%
Vanguard REIT ETFVNQC--U.S. Real Estate27fund risk0.1%
iShares International Treasury Bond ETFIGOVC--Gold6fund risk0%
Global & Intl. Equity     
Vanguard FTSE All-World ex-US ETFVEUBInternational Large Cap19fund risk0.15%
Vanguard FTSE Emerging Markets ETFVWOD++Emerging Markets22fund risk0.15%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
iShares 1-3 Year Treasury Bond ETFSHYCU.S. Treasury - Short0fund risk0.15%
Vanguard Short-Term Bond ETFBSVC-Bond - U.S. Corporate1fund risk0.1%
Vanguard Short-Term Inflation-Protected Securities ETFVTIPB+U.S. Treasury - TIPS2fund risk0%
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