MyPlanIQ Major Brokerage Investor iShares ETFs

iShares ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 188
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
DIVERSIFIED EMERGING MKTS THD iShares MSCI Thailand Invest Mkt Index
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
Global Real Estate WPS iShares S&P Dev ex-US Property Index
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Value EFV iShares MSCI EAFE Value Index
Total Available Funds: 188
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
DIVERSIFIED EMERGING MKTS THD iShares MSCI Thailand Invest Mkt Index
DIVERSIFIED EMERGING MKTS EZA iShares MSCI South Africa Index
Latin America Stock ECH iShares MSCI Chile Investable Mkt Idx
DIVERSIFIED EMERGING MKTS EIS iShares MSCI Israel Cap Invest Mkt Index
Latin America Stock EWW iShares MSCI Mexico Investable Mkt Idx
DIVERSIFIED EMERGING MKTS TUR iShares MSCI Turkey Invest Mkt Index
Latin America Stock EWZ iShares MSCI Brazil Index
Latin America Stock EPU iShares MSCI All Peru Capped Index
Latin America Stock ILF iShares S&P Latin America 40 Index
DIVERSIFIED EMERGING MKTS ESR iShares MSCI Emerg Mkts Eastern Eur Idx
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
Global Real Estate WPS iShares S&P Dev ex-US Property Index
REAL ESTATE ICF iShares Cohen & Steers Realty Majors
REAL ESTATE REM iShares FTSE NAREIT Mort Plus Cp Idx
REAL ESTATE REZ iShares FTSE NAREIT Resid Plus Cp Idx
REAL ESTATE RTL iShares FTSE NAREIT Retail Cp Idx
REAL ESTATE FTY iShares FTSE NAREIT Real Estate 50
REAL ESTATE FIO iShares FTSE NAREIT Industrl/Offc Cp Idx
REAL ESTATE IFNA iShares FTSE EPRA/NAREIT North America
Global Real Estate IFEU iShares FTSE EPRA/NAREIT Dev EU Idx
Global Real Estate IFAS iShares FTSE EPRA/NAREIT Dev Asia Idx
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Value EFV iShares MSCI EAFE Value Index
Foreign Large Growth EFG iShares MSCI EAFE Growth Index
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index
WORLD STOCK TOK iShares MSCI Kokusai Index
WORLD STOCK ACWI iShares MSCI ACWI Index
WORLD STOCK IOO iShares S&P Global 100 Index
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index
EUROPE STOCK IEV iShares S&P Europe 350 Index
DIVERSIFIED PACIFIC/ASIA AIA iShares S&P Asia 50 Index
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan
PACIFIC/ASIA EX-JAPAN STK EWH iShares MSCI Hong Kong Index
Foreign Large Value EWC iShares MSCI Canada Index
PACIFIC/ASIA EX-JAPAN STK EWT iShares MSCI Taiwan Index
EUROPE STOCK EWQ iShares MSCI France Index
EUROPE STOCK EWN iShares MSCI Netherlands Invstbl Mkt Idx
EUROPE STOCK EWG iShares MSCI Germany Index
EUROPE STOCK EWL iShares MSCI Switzerland Index
EUROPE STOCK EWI iShares MSCI Italy Index
EUROPE STOCK EWU iShares MSCI United Kingdom Index
EUROPE STOCK EWK iShares MSCI Belgium Investable Mkt Idx
EUROPE STOCK EWO iShares MSCI Austria Investable Mkt Idx
PACIFIC/ASIA EX-JAPAN STK EWS iShares MSCI Singapore Index
PACIFIC/ASIA EX-JAPAN STK EWY iShares MSCI South Korea Index
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index
EUROPE STOCK EWD iShares MSCI Sweden Index
PACIFIC/ASIA EX-JAPAN STK EWM iShares MSCI Malaysia Index
EUROPE STOCK EWP iShares MSCI Spain Index
PACIFIC/ASIA EX-JAPAN STK INDY iShares S&P India Nifty 50 Index
JAPAN STOCK SCJ iShares MSCI Japan Small Cap Index
JAPAN STOCK EWJ iShares MSCI Japan Index
JAPAN STOCK ITF iShares S&P/TOPIX 150 Index
FOREIGN SMALL/MID GROWTH IFSM iShares FTSE Dev Sm Cap ex-North Amer
PACIFIC/ASIA EX-JAPAN STK FCHI iShares FTSE China (HK Listed) Index
Others
World Allocation AOA iShares S&P Aggressive Allocation
Communications IYZ iShares Dow Jones US Telecom
MISCELLANEOUS SECTOR ITB iShares Dow Jones US Home Construction
Health IBB iShares Nasdaq Biotechnology
Industrials IYT iShares Dow Jones Transportation Average
Utilities ICLN iShares S&P Global Clean Energy Index
World Allocation AOR iShares S&P Growth Allocation
Consumer Discretionary RXI iShares S&P Global Cons Discretionary
Industrials EXI iShares S&P Global Industrials
Financial IAI iShares Dow Jones US Broker-Dealers
Financial IAK iShares Dow Jones US Insurance
Financial IAT iShares Dow Jones US Regional Banks
Utilities IDU iShares Dow Jones US Utilities
Equity Energy IEO iShares Dow Jones US Oil & Gas Ex Index
Equity Energy IEZ iShares Dow Jones US Oil Equipment Index
Natural Resources IGE iShares S&P North Amer Natural Resources
Industrials IGF iShares S&P Global Infrastructure Index
Technology IGM iShares S&P North Amer Technology
Technology IGV iShares S&P North Amer Tech-Software
Technology IGN iShares S&P North Amer Tech-Multimd Ntwk
Health IHE iShares Dow Jones US Pharmaceuticals
Health IHF iShares Dow Jones US Healthcare Provider
Health IHI iShares Dow Jones US Medical Devices
Industrials ITA iShares Dow Jones US Aerospace & Defense
Equity Energy IXC iShares S&P Global Energy
Financial IXG iShares S&P Global Financials
Health IXJ iShares S&P Global Healthcare
Technology IXN iShares S&P Global Technology
Communications IXP iShares S&P Global Telecommunications
Consumer Discretionary IYC iShares Dow Jones US Consumer Services
Equity Energy IYE iShares Dow Jones US Energy
Financial IYF iShares Dow Jones US Financial Sector
Financial IYG iShares Dow Jones US Financial Services
Health IYH iShares Dow Jones US Healthcare
Industrials IYJ iShares Dow Jones US Industrial
Consumer Staples IYK iShares Dow Jones US Consumer Goods
Natural Resources IYM iShares Dow Jones US Basic Materials
Technology IYW iShares Dow Jones US Technology
Utilities JXI iShares S&P Global Utilities
Consumer Staples KXI iShares S&P Global Consumer Staples
Natural Resources MXI iShares S&P Global Materials
Conservative Allocation AOK iShares S&P Conservative Allocation
Moderate Allocation AOM iShares S&P Moderate Allocation
Natural Resources WOOD iShares S&P Global Timber & Forestry Idx
Financial FEFN iShares MSCI Far East Financials Index
Industrials EMIF iShares S&P Emerging Mkts Infrastructure
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index
Financial EMFN iShares MSCI Emerg Mrkts Financials Idx
Financial EUFN iShares MSCI Europe Financials Index
Utilities NUCL iShares S&P Global Nuclear Energy Index
EQUITY PRECIOUS METALS EMMT iShares MSCI Emerg Mrkts Materials Idx
ROOT CASH Money Market
Conservative Allocation TGR iShares S&P Target Date Retirement Inc
Target Date 2036-2040 TZV iShares S&P Target Date 2040
Target Date 2031-2035 TZO iShares S&P Target Date 2035
Target Date 2026-2030 TZL iShares S&P Target Date 2030
Target Date 2021-2025 TZI iShares S&P Target Date 2025
Target Date 2016-2020 TZG iShares S&P Target Date 2020
Target Date 2011-2015 TZE iShares S&P Target Date 2015
Target Date 2000-2010 TZD iShares S&P Target Date 2010
Technology IGW iShares S&P North Amer Tech-Semicondctrs
Financial AXFN iShares MSCI ACWI ex US Financials Index
US EQUITY
LARGE VALUE DVY iShares Dow Jones Select Dividend Index
SMALL VALUE IWN iShares Russell 2000 Value Index
SMALL BLEND IWM iShares Russell 2000 Index
Small Growth IJT iShares S&P SmallCap 600 Growth
LARGE GROWTH IVW iShares S&P 500 Growth Index
MID-CAP VALUE IWS iShares Russell Midcap Value Index
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
Small Growth IWO iShares Russell 2000 Growth Index
LARGE GROWTH IWF iShares Russell 1000 Growth Index
Small Growth JKK iShares Morningstar Small Growth Index
LARGE VALUE IVE iShares S&P 500 Value Index
SMALL BLEND JKJ iShares Morningstar Small Core Index
SMALL BLEND IWC iShares Russell Microcap Index
LARGE VALUE IWD iShares Russell 1000 Value Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
Mid-Cap Growth IWP iShares Russell Midcap Growth Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
LARGE BLEND IWB iShares Russell 1000 Index
LARGE BLEND IYY iShares Dow Jones U.S. Index
LARGE GROWTH JKE iShares Morningstar Large Growth Index
LARGE BLEND IWV iShares Russell 3000 Index
MID-CAP VALUE JKI iShares Morningstar Mid Value Index
LARGE VALUE JKF iShares Morningstar Large Value Index
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
MID-CAP BLEND IWR iShares Russell Midcap Index
LARGE BLEND DSI iShares KLD 400 Social Index
MID-CAP BLEND JKG iShares Morningstar Mid Core Index
LARGE BLEND IVV iShares S&P 500 Index
LARGE BLEND JKD iShares Morningstar Large Core Index
LARGE BLEND OEF iShares S&P 100 Index
LARGE GROWTH IWY iShares Russell Top 200 Growth Index
LARGE VALUE IWX iShares Russell Top 200 Value Index
LARGE BLEND IWL iShares Russell Top 200 Index
LARGE BLEND ISI iShares S&P 1500 Index
LARGE VALUE IWW iShares Russell 3000 Value Index
LARGE GROWTH IWZ iShares Russell 3000 Growth Index
LARGE BLEND NYC iShares NYSE Composite Index
LARGE VALUE NY iShares NYSE 100 Index
SMALL VALUE JKL iShares Morningstar Small Value Index
Mid-Cap Growth JKH iShares Morningstar Mid Growth Index
LARGE BLEND KLD iShares KLD Select Social Index
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Intermediate Government AGZ iShares Barclays Agency Bond
Multisector Bond GBF iShares Barclays Government/Credit Bond
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
SHORT GOVERNMENT SHV iShares Barclays Short Treasury Bond
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd
Long-Term Bond CLY iShares 10+ Year Credit Bond
WORLD BOND IGOV iShares S&P/Citi Intl Treasury Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
WORLD BOND ISHG iShares S&P/Citi 1-3 Yr Intl Treasury Bd
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd
Intermediate-Term Bond CFT iShares Barclays Credit Bond
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond
Multisector Bond GLJ iShares 10+ Year Government/Credit Bond
Total Available Funds: 188
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index 100% 1 60 0 0.7% 2.63%
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index 99% 1 60 0 0.7% 1.7%
DIVERSIFIED EMERGING MKTS THD iShares MSCI Thailand Invest Mkt Index 89% 1 60 0 0.59% 3.14%
DIVERSIFIED EMERGING MKTS EZA iShares MSCI South Africa Index 71% 1 60 0 0.59% 3.17%
Latin America Stock ECH iShares MSCI Chile Investable Mkt Idx 66% 1 60 0 0.59% 5.1%
DIVERSIFIED EMERGING MKTS EIS iShares MSCI Israel Cap Invest Mkt Index 65% 1 60 0 0.59% 1.27%
Latin America Stock EWW iShares MSCI Mexico Investable Mkt Idx 56% 1 60 0 0.5% 2.27%
DIVERSIFIED EMERGING MKTS TUR iShares MSCI Turkey Invest Mkt Index 55% 1 60 0 0.59% 3.81%
Latin America Stock EWZ iShares MSCI Brazil Index 52% 1 60 0 0.59% 5.98%
Latin America Stock EPU iShares MSCI All Peru Capped Index 32% 1 60 0 0.58% 2.13%
Latin America Stock ILF iShares S&P Latin America 40 Index 10% 1 60 0 0.48% 4.76%
DIVERSIFIED EMERGING MKTS ESR iShares MSCI Emerg Mkts Eastern Eur Idx 0% 1 60 0 0.67% 0%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 1 60 0 0.4% 2.84%
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US 97% 1 60 0 0.48% 1.97%
Global Real Estate WPS iShares S&P Dev ex-US Property Index 96% 1 60 0 0.48% 2.53%
REAL ESTATE ICF iShares Cohen & Steers Realty Majors 96% 1 60 0 0.33% 2.83%
REAL ESTATE REM iShares FTSE NAREIT Mort Plus Cp Idx 92% 1 60 0 0.48% 9.97%
REAL ESTATE REZ iShares FTSE NAREIT Resid Plus Cp Idx 92% 1 60 0 0.48% 3.11%
REAL ESTATE RTL iShares FTSE NAREIT Retail Cp Idx 0% 1 60 0 0.48% 3.03%
REAL ESTATE FTY iShares FTSE NAREIT Real Estate 50 0% 1 60 0 0.48% 0%
REAL ESTATE FIO iShares FTSE NAREIT Industrl/Offc Cp Idx 0% 1 60 0 NA 0%
REAL ESTATE IFNA iShares FTSE EPRA/NAREIT North America 0% 1 60 0 0.48% 0%
Global Real Estate IFEU iShares FTSE EPRA/NAREIT Dev EU Idx 0% 1 60 0 0.48% 3.47%
Global Real Estate IFAS iShares FTSE EPRA/NAREIT Dev Asia Idx 0% 1 60 0 0.48% 0%
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index 100% 1 60 0 0.51% 2.48%
Foreign Large Blend EFA iShares MSCI EAFE Index 100% 1 60 0 0.33% 2.9%
Foreign Large Value EFV iShares MSCI EAFE Value Index 99% 1 60 0 0.34% 4.37%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index 99% 1 60 0 0.36% 1.55%
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index 97% 1 60 0 0.34% 2.92%
WORLD STOCK TOK iShares MSCI Kokusai Index 96% 1 60 0 0.26% 1.85%
WORLD STOCK ACWI iShares MSCI ACWI Index 96% 1 60 0 0.32% 1.79%
WORLD STOCK IOO iShares S&P Global 100 Index 96% 1 60 0 0.41% 1.39%
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx 95% 1 60 0 0.7% 2.27%
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index 95% 1 60 0 0.4% 2.99%
EUROPE STOCK IEV iShares S&P Europe 350 Index 93% 1 60 0 0.67% 2.73%
DIVERSIFIED PACIFIC/ASIA AIA iShares S&P Asia 50 Index 92% 1 60 0 0.5% 2.63%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 92% 1 60 0 0.51% 6.63%
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index 90% 1 60 0 0.74% 3.24%
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan 90% 1 60 0 0.48% 4.21%
PACIFIC/ASIA EX-JAPAN STK EWH iShares MSCI Hong Kong Index 88% 1 60 0 0.5% 4.54%
Foreign Large Value EWC iShares MSCI Canada Index 87% 1 60 0 0.5% 2.26%
PACIFIC/ASIA EX-JAPAN STK EWT iShares MSCI Taiwan Index 86% 1 60 0 0.59% 3.55%
EUROPE STOCK EWQ iShares MSCI France Index 85% 1 60 0 0.5% 2.66%
EUROPE STOCK EWN iShares MSCI Netherlands Invstbl Mkt Idx 84% 1 60 0 0.5% 1.68%
EUROPE STOCK EWG iShares MSCI Germany Index 82% 1 60 0 0.5% 2.49%
EUROPE STOCK EWL iShares MSCI Switzerland Index 81% 1 60 0 0.5% 2.18%
EUROPE STOCK EWI iShares MSCI Italy Index 79% 1 60 0 0.5% 3.25%
EUROPE STOCK EWU iShares MSCI United Kingdom Index 77% 1 60 0 0.5% 4.2%
EUROPE STOCK EWK iShares MSCI Belgium Investable Mkt Idx 76% 1 60 0 0.5% 2.17%
EUROPE STOCK EWO iShares MSCI Austria Investable Mkt Idx 74% 1 60 0 0.5% 5.94%
PACIFIC/ASIA EX-JAPAN STK EWS iShares MSCI Singapore Index 73% 1 60 0 0.5% 6.82%
PACIFIC/ASIA EX-JAPAN STK EWY iShares MSCI South Korea Index 69% 1 60 0 0.59% 2.55%
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index 63% 1 60 0 0.5% 3.78%
EUROPE STOCK EWD iShares MSCI Sweden Index 61% 1 60 0 0.54% 2.41%
PACIFIC/ASIA EX-JAPAN STK EWM iShares MSCI Malaysia Index 60% 1 60 0 0.5% 3.4%
EUROPE STOCK EWP iShares MSCI Spain Index 58% 1 60 0 0.5% 2.83%
PACIFIC/ASIA EX-JAPAN STK INDY iShares S&P India Nifty 50 Index 57% 1 60 0 0.89% 0.14%
JAPAN STOCK SCJ iShares MSCI Japan Small Cap Index 55% 1 60 0 0.5% 1.96%
JAPAN STOCK EWJ iShares MSCI Japan Index 32% 1 60 0 0.5% 1.88%
JAPAN STOCK ITF iShares S&P/TOPIX 150 Index 0% 1 60 0 0.5% 0%
FOREIGN SMALL/MID GROWTH IFSM iShares FTSE Dev Sm Cap ex-North Amer 0% 1 60 0 0.5% 2.4%
PACIFIC/ASIA EX-JAPAN STK FCHI iShares FTSE China (HK Listed) Index 0% 1 60 0 0.74% 0%
Others
World Allocation AOA iShares S&P Aggressive Allocation 95% 1 60 0 0.15% 2.15%
Communications IYZ iShares Dow Jones US Telecom 95% 1 60 0 0.4% 2.36%
MISCELLANEOUS SECTOR ITB iShares Dow Jones US Home Construction 94% 1 60 0 0.4% 0.46%
Health IBB iShares Nasdaq Biotechnology 94% 1 60 0 0.45% 0.25%
Industrials IYT iShares Dow Jones Transportation Average 94% 1 60 0 0.4% 1.18%
Utilities ICLN iShares S&P Global Clean Energy Index 93% 1 60 0 0.41% 1.78%
World Allocation AOR iShares S&P Growth Allocation 92% 1 60 0 0.15% 2.45%
Consumer Discretionary RXI iShares S&P Global Cons Discretionary 92% 1 60 0 0.41% 0.95%
Industrials EXI iShares S&P Global Industrials 91% 1 60 0 0.42% 1.74%
Financial IAI iShares Dow Jones US Broker-Dealers 89% 1 60 0 0.4% 1.77%
Financial IAK iShares Dow Jones US Insurance 89% 1 60 0 0.4% 1.29%
Financial IAT iShares Dow Jones US Regional Banks 89% 1 60 0 0.4% 3.68%
Utilities IDU iShares Dow Jones US Utilities 89% 1 60 0 0.4% 2.79%
Equity Energy IEO iShares Dow Jones US Oil & Gas Ex Index 89% 1 60 0 0.4% 2.93%
Equity Energy IEZ iShares Dow Jones US Oil Equipment Index 88% 1 60 0 0.4% 1.02%
Natural Resources IGE iShares S&P North Amer Natural Resources 88% 1 60 0 0.41% 2.84%
Industrials IGF iShares S&P Global Infrastructure Index 88% 1 60 0 0.41% 3.47%
Technology IGM iShares S&P North Amer Technology 88% 1 60 0 0.41% 0.35%
Technology IGV iShares S&P North Amer Tech-Software 88% 1 60 0 0.41% 0.01%
Technology IGN iShares S&P North Amer Tech-Multimd Ntwk 88% 1 60 0 0.4% 0.3%
Health IHE iShares Dow Jones US Pharmaceuticals 88% 1 60 0 0.4% 1.26%
Health IHF iShares Dow Jones US Healthcare Provider 88% 1 60 0 0.4% 0.78%
Health IHI iShares Dow Jones US Medical Devices 88% 1 60 0 0.4% 0.5%
Industrials ITA iShares Dow Jones US Aerospace & Defense 87% 1 60 0 0.4% 0.92%
Equity Energy IXC iShares S&P Global Energy 87% 1 60 0 0.44% 3.43%
Financial IXG iShares S&P Global Financials 87% 1 60 0 0.42% 2.49%
Health IXJ iShares S&P Global Healthcare 87% 1 60 0 0.42% 1.32%
Technology IXN iShares S&P Global Technology 87% 1 60 0 0.41% 0.51%
Communications IXP iShares S&P Global Telecommunications 87% 1 60 0 0.42% 1.13%
Consumer Discretionary IYC iShares Dow Jones US Consumer Services 87% 1 60 0 0.4% 0.64%
Equity Energy IYE iShares Dow Jones US Energy 86% 1 60 0 0.4% 2.93%
Financial IYF iShares Dow Jones US Financial Sector 86% 1 60 0 0.4% 1.57%
Financial IYG iShares Dow Jones US Financial Services 86% 1 60 0 0.39% 1.67%
Health IYH iShares Dow Jones US Healthcare 86% 1 60 0 0.4% 1.11%
Industrials IYJ iShares Dow Jones US Industrial 86% 1 60 0 0.4% 0.99%
Consumer Staples IYK iShares Dow Jones US Consumer Goods 86% 1 60 0 0.4% 2.69%
Natural Resources IYM iShares Dow Jones US Basic Materials 86% 1 60 0 0.4% 1.76%
Technology IYW iShares Dow Jones US Technology 86% 1 60 0 0.4% 0.37%
Utilities JXI iShares S&P Global Utilities 85% 1 60 0 0.43% 3.74%
Consumer Staples KXI iShares S&P Global Consumer Staples 85% 1 60 0 0.41% 2.97%
Natural Resources MXI iShares S&P Global Materials 85% 1 60 0 0.41% 3.02%
Conservative Allocation AOK iShares S&P Conservative Allocation 83% 1 60 0 0.15% 2.94%
Moderate Allocation AOM iShares S&P Moderate Allocation 83% 1 60 0 0.15% 2.76%
Natural Resources WOOD iShares S&P Global Timber & Forestry Idx 79% 1 60 0 0.42% 1.68%
Financial FEFN iShares MSCI Far East Financials Index 59% 1 60 0 0.48% 2.81%
Industrials EMIF iShares S&P Emerging Mkts Infrastructure 43% 1 60 0 0.6% 1.03%
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index 32% 1 60 0 0.46% 6.39%
Financial EMFN iShares MSCI Emerg Mrkts Financials Idx 31% 1 60 0 0.68% 1.55%
Financial EUFN iShares MSCI Europe Financials Index 30% 1 60 0 0.49% 3.52%
Utilities NUCL iShares S&P Global Nuclear Energy Index 15% 1 60 0 0.48% 2.97%
EQUITY PRECIOUS METALS EMMT iShares MSCI Emerg Mrkts Materials Idx 4% 1 60 0 0.68% 3%
ROOT CASH Money Market 0% 1 60 0 NA 4.14%
Conservative Allocation TGR iShares S&P Target Date Retirement Inc 0% 1 60 0 0.3% 1.55%
Target Date 2036-2040 TZV iShares S&P Target Date 2040 0% 1 60 0 0.31% 1.87%
Target Date 2031-2035 TZO iShares S&P Target Date 2035 0% 1 60 0 0.31% 1.85%
Target Date 2026-2030 TZL iShares S&P Target Date 2030 0% 1 60 0 0.11% 1.83%
Target Date 2021-2025 TZI iShares S&P Target Date 2025 0% 1 60 0 0.3% 1.84%
Target Date 2016-2020 TZG iShares S&P Target Date 2020 0% 1 60 0 0.3% 1.76%
Target Date 2011-2015 TZE iShares S&P Target Date 2015 0% 1 60 0 0.3% 1.81%
Target Date 2000-2010 TZD iShares S&P Target Date 2010 0% 1 60 0 0.11% 1.32%
Technology IGW iShares S&P North Amer Tech-Semicondctrs 0% 1 60 0 NA NA
Financial AXFN iShares MSCI ACWI ex US Financials Index 0% 1 60 0 0.48% 4.13%
US EQUITY
LARGE VALUE DVY iShares Dow Jones Select Dividend Index 100% 1 60 0 0.38% 3.84%
SMALL VALUE IWN iShares Russell 2000 Value Index 100% 1 60 0 0.24% 2.07%
SMALL BLEND IWM iShares Russell 2000 Index 99% 1 60 0 0.19% 1.33%
Small Growth IJT iShares S&P SmallCap 600 Growth 99% 1 60 0 0.18% 1%
LARGE GROWTH IVW iShares S&P 500 Growth Index 99% 1 60 0 0.18% 0.93%
MID-CAP VALUE IWS iShares Russell Midcap Value Index 99% 1 60 0 0.23% 1.71%
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index 99% 1 60 0 0.18% 1.47%
Small Growth IWO iShares Russell 2000 Growth Index 99% 1 60 0 0.24% 0.7%
LARGE GROWTH IWF iShares Russell 1000 Growth Index 99% 1 60 0 0.19% 0.61%
Small Growth JKK iShares Morningstar Small Growth Index 99% 1 60 0 0.06% 0.1%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 1 60 0 0.18% 1.6%
SMALL BLEND JKJ iShares Morningstar Small Core Index 99% 1 60 0 0.25% 1.14%
SMALL BLEND IWC iShares Russell Microcap Index 98% 1 60 0 0.6% 1.15%
LARGE VALUE IWD iShares Russell 1000 Value Index 98% 1 60 0 0.19% 1.95%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index 98% 1 60 0 0.18% 1.71%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 1 60 0 0.17% 1.03%
Mid-Cap Growth IWP iShares Russell Midcap Growth Index 97% 1 60 0 0.23% 0.5%
SMALL BLEND IJR iShares S&P SmallCap 600 Index 97% 1 60 0 0.06% 1.32%
LARGE BLEND IWB iShares Russell 1000 Index 97% 1 60 0 0.15% 1.23%
LARGE BLEND IYY iShares Dow Jones U.S. Index 96% 1 60 0 0.2% 1.21%
LARGE GROWTH JKE iShares Morningstar Large Growth Index 96% 1 60 0 0.04% 0.28%
LARGE BLEND IWV iShares Russell 3000 Index 96% 1 60 0 0.2% 1.22%
MID-CAP VALUE JKI iShares Morningstar Mid Value Index 95% 1 60 0 0.06% 2.36%
LARGE VALUE JKF iShares Morningstar Large Value Index 94% 1 60 0 0.25% 2.87%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 94% 1 60 0 0.05% 1.4%
MID-CAP BLEND IWR iShares Russell Midcap Index 94% 1 60 0 0.19% 1.37%
LARGE BLEND DSI iShares KLD 400 Social Index 94% 1 60 0 0.25% 1.11%
MID-CAP BLEND JKG iShares Morningstar Mid Core Index 93% 1 60 0 0.04% 1.08%
LARGE BLEND IVV iShares S&P 500 Index 93% 1 60 0 0.03% 1.35%
LARGE BLEND JKD iShares Morningstar Large Core Index 93% 1 60 0 0.03% 1.26%
LARGE BLEND OEF iShares S&P 100 Index 70% 1 60 0 0.2% 1.1%
LARGE GROWTH IWY iShares Russell Top 200 Growth Index 25% 1 60 0 0.2% 0.46%
LARGE VALUE IWX iShares Russell Top 200 Value Index 25% 1 60 0 0.2% 1.49%
LARGE BLEND IWL iShares Russell Top 200 Index 23% 1 60 0 0.15% 0.95%
LARGE BLEND ISI iShares S&P 1500 Index 0% 1 60 0 0.2% 0.92%
LARGE VALUE IWW iShares Russell 3000 Value Index 0% 1 60 0 0.25% 0%
LARGE GROWTH IWZ iShares Russell 3000 Growth Index 0% 1 60 0 0.25% 0%
LARGE BLEND NYC iShares NYSE Composite Index 0% 1 60 0 0.25% 2.14%
LARGE VALUE NY iShares NYSE 100 Index 0% 1 60 0 0.2% 2.11%
SMALL VALUE JKL iShares Morningstar Small Value Index 0% 1 60 0 0.06% 1.77%
Mid-Cap Growth JKH iShares Morningstar Mid Growth Index 0% 1 60 0 0.06% 0.09%
LARGE BLEND KLD iShares KLD Select Social Index 0% 1 60 0 0.5% 0%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.24%
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 100% 1 60 0 0.15% 3.01%
Intermediate Government AGZ iShares Barclays Agency Bond 99% 1 60 0 0.2% 3.22%
Multisector Bond GBF iShares Barclays Government/Credit Bond 99% 1 60 0 0.2% 3.24%
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond 99% 1 60 0 0.2% 2.86%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 99% 1 60 0 0.04% 3.54%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 1 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 1 60 0 0.19% 2.76%
SHORT GOVERNMENT SHV iShares Barclays Short Treasury Bond 96% 1 60 0 0.15% 4.81%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 1 60 0 0.49% 5.79%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 94% 1 60 0 0.39% 4.84%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 1 60 0 0.15% 3.59%
LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd 78% 1 60 0 0.15% 4.02%
Long-Term Bond CLY iShares 10+ Year Credit Bond 77% 1 60 0 0.2% 3.45%
WORLD BOND IGOV iShares S&P/Citi Intl Treasury Bond 74% 1 60 0 0.35% 0%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.15%
WORLD BOND ISHG iShares S&P/Citi 1-3 Yr Intl Treasury Bd 46% 1 60 0 0.35% 0.18%
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd 5% 1 60 0 0.2% 1.8%
Intermediate-Term Bond CFT iShares Barclays Credit Bond 0% 1 60 0 0.2% 0%
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond 0% 1 60 0 0.2% 1.27%
Multisector Bond GLJ iShares 10+ Year Government/Credit Bond 0% 1 60 0 0.2% 1.24%
Average Expense Ratio: 0.36%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 7.9% 4.9% 5.0% 4.5% 7.5%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 188 funds. It covers 5 major asset classes and 56 minor asset classes. The major asset classes it covers are Fixed Income, REITs, Foreign Equity, US Equity and Emerging Market Equity.

BlackRock's (Ticker: BLK) iShares is the largest ETF provider. This plan uses all of iShares ETFs listed by AdvisorETF401K.com. The model portfolios in this plan could be used for ETF 401(k) plans such as those sponsored by PAI/AdvisorETF401K or Ascensus's ETF platform.

See also comparable plans Vanguard ETFs and Fidelity Commission Efficient ETFs plan. Please note this plan is not limited to a 401(k) or IRA account, it can be used for a taxable account also.



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