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Portfolios Funds Ratings Plan Information

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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
Vanguard Dividend Appreciation ETF	VIG	C	U.S. All Cap	13	0.1%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	15	0.05%
U.S. Equities - Value
WisdomTree MidCap Dividend Fund	DON	D++	U.S. Mid Cap - Value	20	0.38%
iShares Core S&P Small-Cap ETF	IJR	B++	U.S. Small Cap - Value	23	0.14%
Specialty
Vanguard REIT ETF	VNQ	B++	U.S. Real Estate	17	0.1%

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