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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
SPDR S&P 500 ETF Trust
SPY
C
U.S. Large Cap
15
0.09%
Vanguard Mid-Cap ETF
VO
C+
U.S. Mid Cap
16
0.09%
U.S. Equities - Value
Vanguard Small-Cap Value ETF
VBR
B++
U.S. Small Cap - Value
22
0.09%
iShares North American Natural Resources ETF
IGE
C++
U.S. All Cap - Value
27
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
Vanguard FTSE All-World ex-US ETF
VEU
A-
International Large Cap
15
0.15%
Vanguard FTSE Emerging Markets ETF
VWO
C
Emerging Markets
18
0.15%
iShares International Treasury Bond ETF
IGOV
F++
International Small Cap
6
0%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
iShares 1-3 Year Treasury Bond ETF
SHY
C
U.S. Treasury - Short
0
0.15%
Vanguard Short-Term Bond ETF
BSV
C-
U.S. Treasury - Short / Intermediate
1
0.1%
Vanguard Short-Term Inflation-Protected Securities ETF
VTIP
B+
U.S. Treasury - TIPS
2
0%
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