beach anesthesia

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 - Blend
iShares Edge MSCI Min Vol USA ETF	USMV	D	U.S. Large Cap	12	0.15%
iShares MSCI ACWI ETF	ACWI	C	U.S. All Cap	14	0%
SPDR Barclays Short Term High Yield Bond ETF	SJNK	A	U.S. All Cap	4	0.4%
U.S. Equities - Value
Guggenheim S&P 500 Equal Weight ETF	RSP	B++	U.S. All Cap - Value	16	0.4%
Specialty
SPDR Gold Shares	GLD	D--	Gold	17	0.4%
PowerShares DB Commodity Index Tracking Fund	DBC	A++	Commodities	17	0.87%
Global & Intl. Equity
Permanent Portfolio Permanent Portfolio Class I	PRPFX	B++	International Small Cap	11	0.72%
iShares Edge MSCI Min Vol Emerging Markets ETF	EEMV	C	Emerging Markets	12	0.25%
Tweedy, Browne Global Value Fund	TBGVX	A+	Europe	12	1.37%
WisdomTree Europe Hedged Equity Fund	HEDJ	A-	International Large Cap	15	0.58%
WisdomTree Japan Hedged Equity Fund	DXJ	A--	Japan	16	0.48%
Global X Southeast Asia ETF	ASEA	D-	Pacific ex-Japan	17	0.65%
PowerShares International Dividend Achievers Portfolio	PID	A	International Large Cap - Value	17	0.54%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
DoubleLine Total Return Bond Fund Class I	DBLTX	B--	U.S. Treasury - Intermediate / Long	2	0.48%
Pimco Total Return ETF	BOND	B--	U.S. Treasury - Intermediate / Long	3	0.56%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
iShares TIPS Bond ETF	TIP	C+	U.S. Treasury - TIPS	4	0.2%
TCW Emerging Markets Income Fund Class Institutional	TGEIX	C+	Bond - Emerging Market	5	0.83%
Other
MFS Floating Rate High Income I	FRHHX		Other	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