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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
Health Care Select Sector SPDR Fund
XLV
B
U.S. Large Cap
14
0.17%
Consumer Discretionary Select Sector SPDR Fund
XLY
F
U.S. All Cap
18
0.17%
U.S. Equities - Growth
Technology Select Sector SPDR Fund
XLK
D--
U.S. Large Cap - Growth
23
0.17%
U.S. Equities - Value
Consumer Staples Select Sector SPDR Fund
XLP
D++
U.S. Mega Cap - Value
12
0.17%
iShares US Telecommunications ETF
IYZ
D++
U.S. Large Cap - Value
14
0.45%
Industrial Select Sector SPDR Fund
XLI
D++
U.S. All Cap - Value
18
0.17%
Materials Select Sector SPDR Fund
XLB
D++
U.S. All Cap - Value
20
0.17%
Financial Select Sector SPDR Fund
XLF
B++
U.S. All Cap - Value
21
0.17%
Alerian MLP ETF
AMLP
A++
U.S. Small Cap - Value
33
0.85%
Energy Select Sector SPDR Fund
XLE
B++
U.S. Small Cap - Value
37
0.17%
Specialty
Utilities Select Sector SPDR Fund
XLU
F++
U.S. Real Estate
17
0.17%
iShares US Real Estate ETF
IYR
C++
U.S. Real Estate
17
0.45%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
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