Calance Corporation 401(K) P/S 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
iShares Core S&P 500 ETF	IVV	C	U.S. Large Cap	15	0.07%
iShares Russell 1000 ETF	IWB	C	U.S. Large Cap	15	0.15%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	15	0.05%
Global X SuperIncome Preferred ETF	SPFF	A	U.S. All Cap	7	0.58%
U.S. Equities - Growth
Vanguard Growth ETF	VUG	C--	U.S. Large Cap - Growth	20	0.09%
U.S. Equities - Value
Vanguard High Dividend Yield ETF	VYM	C++	U.S. Mega Cap - Value	15	0.1%
Guggenheim Multi-Asset Income ETF	CVY	A++	U.S. Mid Cap - Value	18	0.65%
iShares Mortgage Real Estate Capped ETF	REM	B++	U.S. Small Cap - Value	24	0.48%
Specialty
PowerShares DB Commodity Index Tracking Fund	DBC	A++	Commodities	17	0.87%
Vanguard REIT ETF	VNQ	B++	U.S. Real Estate	17	0.1%
Global & Intl. Equity
Global X SuperDividend ETF	SDIV	A	International Large Cap - Value	15	0.58%
Vanguard FTSE All-World ex-US ETF	VEU	A-	International Large Cap	15	0.15%
SPDR EURO STOXX 50 ETF	FEZ	D+	Europe	19	0.29%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Long-Term Bond ETF	BLV	A--	U.S. Treasury - Intermediate / Long	10	0.1%

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