Derr

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Growth
Glenmede Large Cap Growth Portfolio	GTLLX	A--	U.S. All Cap - Growth	17	0.87%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Global & Intl. Equity
WisdomTree International Hedged Dividend Growth Fund	IHDG	A-	International Large Cap - Growth	12	0%
Seafarer Overseas Growth and Income Fund Institutional Class	SIGIX	A	Emerging Markets	14	1.25%
Equinox Chesapeake Strategy Fund Class I	EQCHX	A++	International Small Cap	14	1.1%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information