IRA plan with fidelity, vanguard ETF

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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 MSCI All Country World Mini Vol	ACWV	D	U.S. Large Cap	10	0%
iShares Edge MSCI Min Vol USA ETF	USMV	D	U.S. Large Cap	12	0.15%
iShares MSCI Frontier 100 ETF	FM	A	U.S. All Cap	12	0.79%
Fidelity Low Volatility Factor ETF	FDLO	C	U.S. Large Cap	13	0%
Vanguard Dividend Appreciation ETF	VIG	C	U.S. All Cap	13	0.1%
iShares MSCI ACWI ETF	ACWI	C	U.S. All Cap	14	0%
Fidelity Quality Factor ETF	FQAL	C	U.S. Large Cap	15	0%
Fidelity MSCI Health Care Index ETF	FHLC	C	U.S. Large Cap	15	0%
Vanguard Health Care ETF	VHT	C	U.S. Large Cap	15	0.14%
iShares Core S&P 500 ETF	IVV	C	U.S. Large Cap	15	0.07%
Vanguard S&P 500 ETF	VOO	C	U.S. Large Cap	15	0.05%
Vanguard Large-Cap ETF	VV	C	U.S. Large Cap	15	0.09%
iShares Russell 1000 ETF	IWB	C	U.S. Large Cap	15	0.15%
Fidelity Value Factor ETF	FVAL	A	U.S. All Cap	15	0%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	15	0.05%
iShares Russell 3000 ETF	IWV	C	U.S. All Cap	15	0.2%
iShares Core S&P Total U.S. Stock Market ETF	ITOT	C	U.S. All Cap	15	0.07%
Vanguard Mega Cap ETF	MGC	C-	U.S. Mega Cap	15	0.11%
iShares Russell Top 200 ETF	IWL	C-	U.S. Mega Cap	16	0.15%
Vanguard Mid-Cap ETF	VO	C+	U.S. Mid Cap	16	0.09%
iShares S&P 100 ETF	OEF	C-	U.S. Mega Cap	16	0.2%
Vanguard Telecommunication Services ETF	VOX	A-	U.S. Mega Cap	18	0.14%
Fidelity MSCI Telecommunication Services Index ETF	FCOM	A-	U.S. Mega Cap	18	0%
Vanguard Consumer Discretionary ETF	VCR	C	U.S. All Cap	19	0.14%
Vanguard Small-Cap ETF	VB	B+	U.S. Small Cap	19	0.09%
iShares Russell 2000 ETF	IWM	C+	U.S. Small Cap	23	0.2%
iShares Micro-Cap ETF	IWC	C++	U.S. Micro Cap	26	0.6%
iShares 0-5 Year High Yield Corporate Bond ETF	SHYG	B	U.S. All Cap	4	0%
iShares S&P Small-Cap 600 Growth ETF	IJT	F+	U.S. Small Cap	55	0.25%
iShares US Preferred Stock ETF	PFF	B	U.S. All Cap	7	0.47%
iShares S&P Mid-Cap 400 Growth ETF	IJK	F	U.S. All Cap	78	0.25%
iShares S&P 500 Growth ETF	IVW	F-	U.S. Mega Cap	78	0.18%
U.S. Equities - Growth
iShares Core U.S. Growth ETF	IUSG	B--	U.S. All Cap - Growth	18	0.25%
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Fidelity Momentum Factor ETF	FDMO	D--	U.S. All Cap - Growth	20	0%
Fidelity MSCI Consumer Discretionary Index ETF	FDIS	A--	U.S. All Cap - Growth	20	0%
iShares Russell 1000 Growth ETF	IWF	C--	U.S. Large Cap - Growth	20	0.2%
Vanguard Growth ETF	VUG	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Extended Market ETF	VXF	A--	U.S. Small Cap - Growth	20	0.1%
Vanguard Mega Cap Growth ETF	MGK	C--	U.S. Mega Cap - Growth	21	0.11%
Vanguard Small-Cap Growth ETF	VBK	B--	U.S. Small Cap - Growth	21	0.09%
Fidelity NASDAQ Composite Index Tracking Stock ETF	ONEQ	C--	U.S. All Cap - Growth	21	0%
Fidelity MSCI Information Technology Index ETF	FTEC	D--	U.S. All Cap - Growth	23	0%
iShares Russell 2000 Growth ETF	IWO	C--	U.S. Small Cap - Growth	23	0.25%
U.S. Equities - Value
iShares Short Treasury Bond ETF	SHV	C++	U.S. Micro Cap - Value	0	0.12%
Vanguard Consumer Staples ETF	VDC	D++	U.S. Mega Cap - Value	12	0.14%
Fidelity MSCI Consumer Staples Index ETF	FSTA	D++	U.S. Mega Cap - Value	12	0%
Fidelity Dividend ETF for Rising Rates	FDRR	B++	U.S. Mega Cap - Value	14	0%
iShares Core Dividend Growth ETF	DGRO	C++	U.S. Mega Cap - Value	14	0%
Vanguard Mega Cap Value ETF	MGV	C++	U.S. Mega Cap - Value	14	0.11%
iShares Core High Dividend ETF	HDV	F++	U.S. Mega Cap - Value	15	0.4%
Vanguard Value ETF	VTV	C++	U.S. Mega Cap - Value	15	0.09%
Vanguard High Dividend Yield ETF	VYM	C++	U.S. Mega Cap - Value	15	0.1%
iShares Core U.S. Value ETF	IUSV	C++	U.S. Large Cap - Value	15	0.25%
Fidelity Core Dividend ETF	FDVV	B++	U.S. Large Cap - Value	15	0%
iShares Russell 1000 Value ETF	IWD	C++	U.S. Large Cap - Value	15	0.2%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
iShares MSCI Global Agriculture Producers ETF	VEGI	B++	U.S. Mid Cap - Value	18	0.38%
Fidelity MSCI Industrials Index ETF	FIDU	D++	U.S. Mid Cap - Value	18	0%
Vanguard Industrials ETF	VIS	D++	U.S. Mid Cap - Value	18	0.14%
iShares Core S&P Mid-Cap ETF	IJH	D++	U.S. Mid Cap - Value	19	0.14%
iShares Select Dividend ETF	DVY	C++	U.S. All Cap - Value	20	0.39%
Vanguard Materials ETF	VAW	D++	U.S. Mid Cap - Value	21	0.14%
Fidelity MSCI Materials Index ETF	FMAT	D++	U.S. Mid Cap - Value	21	0%
Fidelity MSCI Financials Index ETF	FNCL	B++	U.S. All Cap - Value	22	0%
Vanguard Small-Cap Value ETF	VBR	B++	U.S. Small Cap - Value	22	0.09%
Vanguard Financials ETF	VFH	B++	U.S. All Cap - Value	22	0.14%
iShares Core S&P Small-Cap ETF	IJR	B++	U.S. Small Cap - Value	23	0.14%
iShares Russell 2000 Value ETF	IWN	C++	U.S. Small Cap - Value	26	0.25%
Fidelity MSCI Energy Index ETF	FENY	A++	U.S. Small Cap - Value	38	0%
Vanguard Energy ETF	VDE	A++	U.S. Small Cap - Value	38	0.14%
iShares S&P Mid-Cap 400 Value ETF	IJJ	F++	U.S. All Cap - Value	55	0.25%
iShares S&P Small-Cap 600 Value ETF	IJS	F++	U.S. Small Cap - Value	57	0.25%
Specialty
Fidelity MSCI Utilities Index ETF	FUTY	F++	U.S. Real Estate	17	0%
Vanguard Utilities ETF	VPU	F++	U.S. Real Estate	17	0.14%
iShares US Real Estate ETF	IYR	C++	U.S. Real Estate	17	0.45%
Fidelity MSCI Real Estate Index ETF	FREL	B++	U.S. Real Estate	18	0%
iShares MSCI Global Silver Miners ETF	SLVP	A--	Gold	50	0%
Global & Intl. Equity
iShares Edge MSCI Min Vol EAFE ETF	EFAV	D-	International Large Cap	11	0.2%
iShares Edge MSCI Min Vol Emerging Markets ETF	EEMV	C	Emerging Markets	12	0.25%
Vanguard Global ex-U.S. Real Estate ETF	VNQI	B-	Pacific ex-Japan	14	0%
Vanguard International Dividend Appreciation ETF	VIGI	B-	International Large Cap - Growth	14	0%
iShares Core MSCI Pacific ETF	IPAC	B--	Japan	14	0%
Vanguard FTSE Pacific ETF	VPL	C-	Pacific	15	0.12%
iShares Core MSCI Total International Stock ETF	IXUS	A-	International Large Cap	15	0.05%
Vanguard FTSE All-World ex-US ETF	VEU	A-	International Large Cap	15	0.15%
Vanguard FTSE Developed Markets ETF	VEA	A-	International Large Cap	15	0.09%
Vanguard FTSE All World ex-US Small-Cap ETF	VSS	C++	International Small Cap	15	0.2%
iShares MSCI Japan ETF	EWJ	C--	Japan	15	0.5%
Vanguard International High Dividend Yield ETF	VYMI	A	International Large Cap - Value	15	0%
iShares MSCI ACWI ex US ETF	ACWX	B-	International Large Cap	15	0%
iShares MSCI EAFE Growth ETF	EFG	C-	International Large Cap - Growth	15	0.4%
iShares MSCI EAFE ETF	EFA	B-	International Large Cap	15	0.34%
iShares Core MSCI EAFE ETF	IEFA	B-	International Large Cap	15	0.05%
iShares MSCI EAFE Small-Cap ETF	SCZ	F++	International Small Cap	15	0.4%
iShares International Select Dividend ETF	IDV	A	International Large Cap - Value	16	0.5%
iShares Emerging Markets Dividend ETF	DVYE	C++	International Small Cap	16	0.49%
iShares MSCI Emerging Markets Small-Cap ETF	EEMS	A	Emerging Markets	16	0.67%
iShares Core MSCI Europe ETF	IEUR	B+	Europe	16	0%
iShares Europe ETF	IEV	C+	Europe	17	0.6%
Vanguard FTSE Europe ETF	VGK	C+	Europe	17	0.12%
iShares MSCI EAFE Value ETF	EFV	B	International Large Cap - Value	17	0.4%
Vanguard FTSE Emerging Markets ETF	VWO	C	Emerging Markets	18	0.15%
iShares Core MSCI Emerging Markets ETF	IEMG	C	Emerging Markets	18	0.05%
iShares MSCI Emerging Markets ETF	EEM	D	Emerging Markets	19	0.67%
iShares India 50 ETF	INDY	A	Emerging Markets	19	0%
iShares MSCI All Country Asia ex Japan ETF	AAXJ	F	Emerging Markets	19	0%
iShares MSCI BRIC ETF	BKF	F	Emerging Markets	22	0.67%
iShares MSCI China ETF	MCHI	F	Emerging Markets	25	0.61%
iShares MSCI Global Metals & Mining Producers ETF	PICK	A++	International Small Cap	27	0.39%
iShares Latin America 40 ETF	ILF	B++	International Small Cap	28	0.49%
iShares 1-3 Year International Treasury Bond ETF	ISHG	F++	International Small Cap	6	0%
iShares Emerging Markets Local Currency Bond ETF	LEMB	F++	International Small Cap	7	0.6%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
iShares 0-5 Year Investment Grade Corporate Bond ETF	SLQD	B-	U.S. Treasury - Short / Intermediate	1	0%
iShares Core 1-5 Year USD Bond ETF	ISTB	B-	U.S. Treasury - Short / Intermediate	1	0.12%
Fidelity Limited Term Bond ETF	FLTB	C-	U.S. Treasury - Short / Intermediate	1	0%
iShares 3-7 Year Treasury Bond ETF	IEI	C-	U.S. Treasury - Short / Intermediate	2	0.15%
iShares National Muni Bond ETF	MUB	C+	Bond - U.S. Municipals	2	0.25%
iShares Core International Aggregate Bond ETF	IAGG	C--	U.S. Treasury - Intermediate / Long	2	0%
iShares Core Total USD Bond Market ETF	IUSB	C-	Bond - Multi Sector	3	0%
Fidelity Total Bond ETF	FBND	C	Bond - U.S. Corporate	3	0%
Fidelity Corporate Bond ETF	FCOR	C	Bond - U.S. Corporate	5	0%
iShares JP Morgan USD Emerging Markets Bond ETF	EMB	C+	Bond - Emerging Market	7	0.6%
iShares Core Long-Term US Bond ETF	ILTB	A--	U.S. Treasury - Intermediate / Long	9	0.12%
Other
iShares Trust	ITIP		Other	0	0.4%
iShares MSCI Global Gold Miners ETF	RING		Other	0	0.39%
Fidel Covington Tr Shs International Value Factor Fund	FIVA		Other	0	0%

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