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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
Hull Tactical US ETF
HTUS
A
U.S. Large Cap
14
0%
Reality Shares DIVCON Leaders Dividend ETF
LEAD
D
U.S. Large Cap
15
0%
American Customer Satisfaction Core Alpha ETF
ACSI
A
U.S. All Cap
16
0%
Cambria Value and Momentum ETF
VAMO
B+
U.S. Small Cap
25
0%
Global X SuperIncome Preferred ETF
SPFF
A
U.S. All Cap
7
0.58%
U.S. Equities - Growth
Cambria Global Asset Allocation ETF
GAA
A--
U.S. Small Cap - Growth
11
0%
Reality Shares DIVCON Dividend Defender ETF
DFND
F--
U.S. Large Cap - Growth
12
0%
U.S. Equities - Value
Global X SuperDividend Alternatives ETF
ALTY
A++
U.S. Mid Cap - Value
13
0%
Global SuperDividend US ETF
DIV
A++
U.S. Small Cap - Value
15
0.45%
Global X SuperDividend REIT ETF
SRET
F++
U.S. Mid Cap - Value
20
0%
Cambria Shareholder Yield ETF
SYLD
A++
U.S. Small Cap - Value
25
0%
Global X MLP & Energy Infrastructure ETF
MLPX
A++
U.S. Small Cap - Value
29
0%
Global X MLP ETF
MLPA
A++
U.S. Small Cap - Value
33
0.47%
Specialty
ETFS Gold Trust
SGOL
D--
Gold
17
0.39%
ETFS Physical Precious Metal Basket Shares
GLTR
A--
Gold
23
0.6%
ETFS Physical Silver Shares
SIVR
A--
Gold
41
0.45%
Global & Intl. Equity
Global X Next Emerging & Frontier ETF
EMFM
C++
International Small Cap
13
0%
Cambria Global Momentum ETF
GMOM
A++
International Small Cap
13
0%
Global X SuperDividend ETF
SDIV
A
International Large Cap - Value
15
0.58%
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
A-
Pacific ex-Japan
16
0%
Cambria Emerging Shareholder Yield ETF
EYLD
A
Emerging Markets
16
0%
Cambria Global Value ETF
GVAL
A
International Large Cap - Value
17
0%
Cambria Foreign Shareholder Yield ETF
FYLD
A
International Large Cap - Value
17
0%
ETFS Physical Palladium Shares
PALL
C++
International Small Cap
32
0.6%
ETFS Platinum Trust
PPLT
F++
International Small Cap
32
0.6%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Cambria Sovereign Bond ETF
SOVB
F-
U.S. Treasury - Short / Intermediate
19
0%
Other
Other
0
0%
Other
0
0%
Other
0
0%
Other
0
0%
Other
0
0%
Other
0
0%
Global X Permanent ETF
PERM
Other
0
0.48%
Other
0
0%
Other
0
0%
Global X Junior MLP ETF
MLPJ
Other
0
0.81%
Global X Guru Activist Index ETF
ACTX
Other
0
0%
OShares FTSE Asia Pacific Quality Dividend Hedged ETF
OAPH
Other
0
0%
O Shares FTSE Asia Pacific Quality Dividend ETF
OASI
Other
0
0%
O Shares FTSE Europe Quality Dividend Hedged ETF
OEUH
Other
0
0%
O Shares FTSE Europe Quality Dividend ETF
OEUR
Other
0
0%
O Shares FTSE US Quality Dividend ETF
OUSA
Other
0
0%
Reality Shares DIVS Exchange-Traded Fund
DIVY
Other
0
0%
Reality Shares DIVCON Dividend Guard ETF
GARD
Other
0
0%
Dhandho Junoon ETF
JUNE
Other
0
0%
Eaton Vance NextShares Trust
EVSTC
Other
0
0%
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