Betterment 401(k) Savings Plan

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	GSLC	D	U.S. Large Cap	20	0%
iShares MSCI KLD 400 Social ETF	DSI	C	U.S. Large Cap	21	0.5%
Schwab US Broad Market ETF	SCHB	C	U.S. All Cap	21	0.06%
iShares Core S&P Total U.S. Stock Market ETF	ITOT	C	U.S. All Cap	21	0.07%
GS ActiveBeta U.S. Small Cap Equity ETF	GSSC	D++	U.S. Small Cap	30	0%
U.S. Equities - Growth
Vanguard Mid-Cap Growth ETF	VOT	B--	U.S. Mid Cap - Growth	24	0.09%
Vanguard Small-Cap Growth ETF	VBK	C+	U.S. Small Cap - Growth	26	0.09%
iShares Emerging Markets USD Bond ETF		B--	U.S. Mid Cap - Growth	7	0%
U.S. Equities - Value
Vanguard Value ETF	VTV	B+	U.S. Mega Cap - Value	21	0.09%
Schwab U.S. Large-Cap Value ETF	SCHV	C++	U.S. Large Cap - Value	22	0.07%
SPDR S&P 500 Value ETF	SPYV	C++	U.S. Large Cap - Value	22	0.2%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	27	0.09%
Vanguard Small-Cap Value ETF	VBR	C++	U.S. Small Cap - Value	32	0.09%
SPDR S&P 600 Small CapValue ETF	SLYV	B++	U.S. Small Cap - Value	36	0.25%
iShares S&P Mid-Cap 400 Value ETF	IJJ	F++	U.S. All Cap - Value	60	0.25%
iShares S&P Small-Cap 600 Value ETF	IJS	F++	U.S. Small Cap - Value	62	0.25%
Global & Intl. Equity
Goldman Sachs ActiveBeta International Equity ETF	GSIE	C	International Large Cap	18	0%
Vanguard Total International Stock ETF	VXUS	A	International Large Cap	19	0%
Vanguard FTSE Developed Markets ETF	VEA	B	International Large Cap	19	0.09%
iShares Core MSCI EAFE ETF	IEFA	C	International Large Cap	20	0.05%
Goldman Sachs ActiveBeta Emerging Markets Equity ETF	GEM	D++	Emerging Markets	21	0%
Vanguard FTSE Emerging Markets ETF	VWO	D++	Emerging Markets	22	0.15%
Schwab Emerging Markets Equity ETF	SCHE	F++	Emerging Markets	22	0.15%
iShares MSCI EM ESG Optimized ETF		D++	Emerging Markets	22	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
iShares Short Treasury Bond ETF	SHV	C+	Bond - U.S. Municipals	0	0.12%
iShares 1-3 Year Treasury Bond ETF	SHY	C	U.S. Treasury - Short	0	0.15%
iShares Short Maturity Bond ETF	NEAR	B-	Bond - U.S. Corporate	1	0%
iShares Floating Rate Bond ETF	FLOT	B-	Bond - U.S. Corporate	1	0.2%
iShares MBS ETF	MBB	C	Bond - U.S. Mortgages	2	0.25%
iShares iBoxx $ High Yield Corporate Bond ETF	HYG	D++	Bond - U.S. High Yield	11	0.5%
Vanguard Long-Term Corporate Bond ETF	VCLT	D-	Bond - U.S. Corporate	13	0%
Vanguard Short-Term Inflation-Protected Securities ETF	VTIP	B+	U.S. Treasury - TIPS	2	0%
iShares Short-Term Corporate Bond ETF	IGSB	B-	Bond - U.S. Corporate	3	0%
Vanguard Total Bond Market ETF	BND	C-	Bond - Multi Sector	3	0.08%
iShares Core Total USD Bond Market ETF	IUSB	D-	Bond - U.S. Corporate	4	0%
Goldman Sachs Access Investment Grade Corporate Bond ETF	GIGB	C-	Bond - U.S. Corporate	7	0%
iShares iBoxx $ Investment Grade Corporate Bond ETF	LQD	C-	Bond - U.S. Corporate	9	0.15%
Other
SPDR Barclays Intermediate Term Corporate Bond ETF	ITR		Other	0	0.15%
Invesco Emerging Markets Sovereign Debt ETF			Other	0	0.99%

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