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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
iShares Morningstar Large-Cap ETF	JKD	C	U.S. Large Cap	15	0.2%
iShares Morningstar Mid-Cap ETF	JKG	C+	U.S. Mid Cap	16	0.25%
iShares Micro-Cap ETF	IWC	C++	U.S. Micro Cap	26	0.6%
iShares iBoxx $ High Yield Corporate Bond ETF	HYG	C	U.S. All Cap	5	0.5%
U.S. Equities - Growth
iShares Morningstar Mid-Cap Growth ETF	JKH	D-	U.S. Mid Cap - Growth	21	0.3%
iShares Morningstar Large-Cap Growth ETF	JKE	D--	U.S. Large Cap - Growth	22	0.25%
iShares Morningstar Small-Cap Growth ETF	JKK	F--	U.S. Small Cap - Growth	23	0.3%
U.S. Equities - Value
iShares Morningstar Large-Cap Value ETF	JKF	C++	U.S. Mega Cap - Value	15	0.25%
iShares Morningstar Mid-Cap Value ETF	JKI	C++	U.S. Mid Cap - Value	20	0.3%
iShares Morningstar Small-Cap ETF	JKJ	C++	U.S. Small Cap - Value	20	0.25%
iShares Morningstar Small-Cap Value ETF	JKL	C++	U.S. Small Cap - Value	25	0.3%
Specialty
iShares Gold Trust	IAU	C--	Gold	17	0.25%
Vanguard REIT ETF	VNQ	B++	U.S. Real Estate	17	0.1%
iShares S&P GSCI Commodity Indexed Trust	GSG	C++	Commodities	19	0.75%
iShares Silver Trust	SLV	A--	Gold	41	0.5%
Global & Intl. Equity
iShares MSCI EAFE Growth ETF	EFG	C-	International Large Cap - Growth	15	0.4%
iShares MSCI EAFE Small-Cap ETF	SCZ	F++	International Small Cap	15	0.4%
iShares MSCI EAFE Value ETF	EFV	B	International Large Cap - Value	17	0.4%
iShares MSCI Emerging Markets ETF	EEM	D	Emerging Markets	19	0.67%
Bonds
iShares 1-3 Year Treasury Bond ETF	SHY	C	U.S. Treasury - Short	0	0.15%
iShares MBS ETF	MBB	C	Bond - U.S. Mortgages	1	0.25%
iShares 3-7 Year Treasury Bond ETF	IEI	C-	U.S. Treasury - Short / Intermediate	2	0.15%
iShares 20+ Year Treasury Bond ETF	TLT	C--	U.S. Treasury - Long	12	0.15%
iShares National Muni Bond ETF	MUB	C+	Bond - U.S. Municipals	2	0.25%
iShares TIPS Bond ETF	TIP	C+	U.S. Treasury - TIPS	4	0.2%
iShares 7-10 Year Treasury Bond ETF	IEF	C-	U.S. Treasury - Intermediate	4	0.15%
iShares iBoxx $ Investment Grade Corporate Bond ETF	LQD	C	Bond - U.S. Corporate	6	0.15%
iShares JP Morgan USD Emerging Markets Bond ETF	EMB	C+	Bond - Emerging Market	7	0.6%
iShares 10-20 Year Treasury Bond ETF	TLH	C--	U.S. Treasury - Intermediate / Long	9	0.15%

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