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	C	U.S. Large Cap	15	0%
Schwab US Broad Market ETF	SCHB	C	U.S. All Cap	15	0.06%
iShares Core S&P Total U.S. Stock Market ETF	ITOT	C	U.S. All Cap	15	0.07%
iShares MSCI KLD 400 Social ETF	DSI	C	U.S. Large Cap	16	0.5%
GS ActiveBeta U.S. Small Cap Equity ETF	GSSC	B+	U.S. Small Cap	22	0%
iShares iBoxx $ High Yield Corporate Bond ETF	HYG	C	U.S. All Cap	5	0.5%
U.S. Equities - Growth
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Small-Cap Growth ETF	VBK	B--	U.S. Small Cap - Growth	21	0.09%
U.S. Equities - Value
iShares Short Treasury Bond ETF	SHV	C++	U.S. Micro Cap - Value	0	0.12%
Schwab U.S. Large-Cap Value ETF	SCHV	C++	U.S. Large Cap - Value	15	0.07%
Vanguard Value ETF	VTV	C++	U.S. Mega Cap - Value	15	0.09%
SPDR S&P 500 Value ETF	SPYV	C++	U.S. Large Cap - Value	15	0.2%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
Vanguard Small-Cap Value ETF	VBR	B++	U.S. Small Cap - Value	22	0.09%
SPDR S&P 600 Small CapValue ETF	SLYV	B++	U.S. Small Cap - Value	26	0.25%
iShares S&P Mid-Cap 400 Value ETF	IJJ	F++	U.S. All Cap - Value	55	0.25%
iShares S&P Small-Cap 600 Value ETF	IJS	F++	U.S. Small Cap - Value	57	0.25%
Global & Intl. Equity
Goldman Sachs ActiveBeta International Equity ETF	GSIE	A-	International Large Cap	14	0%
Vanguard FTSE Developed Markets ETF	VEA	A-	International Large Cap	15	0.09%
Vanguard Total International Stock ETF	VXUS	A-	International Large Cap	15	0%
iShares Core MSCI EAFE ETF	IEFA	B-	International Large Cap	15	0.05%
Goldman Sachs ActiveBeta Emerging Markets Equity ETF	GEM	C	Emerging Markets	17	0%
Vanguard FTSE Emerging Markets ETF	VWO	C	Emerging Markets	18	0.15%
Schwab Emerging Markets Equity ETF	SCHE	D	Emerging Markets	18	0.15%
iShares MSCI EM ESG Optimized ETF		C	Emerging Markets	19	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
iShares Short Maturity Bond ETF	NEAR	C	U.S. Treasury - Short	0	0%
iShares 1-3 Year Treasury Bond ETF	SHY	C	U.S. Treasury - Short	0	0.15%
iShares Floating Rate Bond ETF	FLOT	C++	Bond - U.S. High Yield	0	0.2%
iShares Short-Term Corporate Bond ETF	IGSB	B-	U.S. Treasury - Short / Intermediate	1	0%
iShares MBS ETF	MBB	C	Bond - U.S. Mortgages	1	0.25%
Vanguard Short-Term Inflation-Protected Securities ETF	VTIP	B+	U.S. Treasury - TIPS	2	0%
iShares Core Total USD Bond Market ETF	IUSB	C-	Bond - Multi Sector	3	0%
Vanguard Total Bond Market ETF	BND	C-	Bond - Multi Sector	3	0.08%
iShares Emerging Markets USD Bond ETF		A-	U.S. Treasury - Short / Intermediate	5	0%
Goldman Sachs Access Investment Grade Corporate Bond ETF	GIGB	C	Bond - U.S. Corporate	5	0%
iShares iBoxx $ Investment Grade Corporate Bond ETF	LQD	C	Bond - U.S. Corporate	6	0.15%
Vanguard Long-Term Corporate Bond ETF	VCLT	C	Bond - U.S. Corporate	10	0%
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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