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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     
iShares Morningstar Large-Cap ETFJKDBU.S. Large Cap13fund risk0.2%
iShares Morningstar Mid-Cap ETFJKGC-U.S. Mid Cap13fund risk0.25%
iShares Micro-Cap ETFIWCC--U.S. Micro Cap17fund risk0.6%
iShares iBoxx $ High Yield Corporate Bond ETFHYGBU.S. All Cap5fund risk0.5%
U.S. Equities - Growth     
iShares Morningstar Large-Cap Growth ETFJKEDU.S. Large Cap - Growth15fund risk0.25%
iShares Morningstar Mid-Cap Growth ETFJKHC-U.S. Mid Cap - Growth15fund risk0.3%
iShares Morningstar Small-Cap Growth ETFJKKD--U.S. Small Cap - Growth17fund risk0.3%
U.S. Equities - Value     
iShares Morningstar Large-Cap Value ETFJKFCU.S. Mega Cap - Value11fund risk0.25%
iShares Morningstar Mid-Cap Value ETFJKIC-U.S. Mid Cap - Value12fund risk0.3%
iShares Morningstar Small-Cap ETFJKJA--U.S. Small Cap - Value15fund risk0.25%
iShares Morningstar Small-Cap Value ETFJKLD--U.S. Small Cap - Value16fund risk0.3%
Specialty     
Vanguard REIT ETFVNQB+U.S. Real Estate12fund risk0.1%
iShares S&P GSCI Commodity Indexed TrustGSGCCommodities18fund risk0.75%
Global & Intl. Equity     
iShares MSCI EAFE Growth ETFEFGBInternational Large Cap - Growth11fund risk0.4%
iShares MSCI EAFE Value ETFEFVA--International Large Cap - Value12fund risk0.4%
iShares MSCI EAFE Small-Cap ETFSCZA-International Large Cap12fund risk0.4%
iShares MSCI Emerging Markets ETFEEMB--Emerging Markets15fund risk0.67%
Bonds     
iShares 1-3 Year Treasury Bond ETFSHYC+U.S. Treasury - Short1fund risk0.15%
iShares Gold TrustIAUD+U.S. Treasury - Short12fund risk0.25%
iShares 20+ Year Treasury Bond ETFTLTC++U.S. Treasury - Long12fund risk0.15%
iShares Silver TrustSLVB++U.S. Treasury - TIPS19fund risk0.5%
iShares National Muni Bond ETFMUBB++U.S. Treasury - Intermediate2fund risk0.25%
iShares MBS ETFMBBC++Bond - U.S. Mortgages2fund risk0.25%
iShares 3-7 Year Treasury Bond ETFIEIC++U.S. Treasury - Short / Intermediate3fund risk0.15%
iShares TIPS Bond ETFTIPC++U.S. Treasury - TIPS4fund risk0.2%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDB++Bond - U.S. Corporate5fund risk0.15%
iShares 7-10 Year Treasury Bond ETFIEFC++U.S. Treasury - Intermediate5fund risk0.15%
iShares JP Morgan USD Emerging Markets Bond ETFEMBC++Bond - Emerging Market6fund risk0.6%
iShares 10-20 Year Treasury Bond ETFTLHC++U.S. Treasury - Intermediate / Long8fund risk0.15%
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