Horizon™ for E*TRADE ETF Choice Series A
Fund List (as of 10/15/17)
Type/Asset Class Plan Fund Name Comments/Penalties
Money Market Money Market None
Emerging Markets Bond WISDOMTREE EMERGING MARKETS CORPORATE BOND ETF None
Large Blend WISDOMTREE EARNINGS 500 FUND None
Large Blend WISDOMTREE U.S. DIVIDEND GROWTH FUND None
Large Value WISDOMTREE LARGECAP DIVIDEND FUND None
Large Value WISDOMTREE HIGH DIVIDEND FUND None
Large Value WISDOMTREE DIVIDEND EX-FINANCIALS None
Mid-Cap Value WISDOMTREE MIDCAP DIVIDEND FUND None
Small Blend WISDOMTREE SMALLCAP EARNINGS FUND None
Small Blend WISDOMTREE U.S. SMALLCAP DIVIDEND GROWTH FUND None
Small Value WISDOMTREE SMALLCAP DIVIDEND FUND None
Preferred Stock GLOBAL X SUPERINCOME PREFERRED ETF None
Energy Limited Partnership GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF None
Real Estate IQ US REAL ESTATE SMALL CAP ETF  None
 Horizon™ for E*TRADE ETF Choice Series A
Fund List (as of 10/15/17)
Type/Asset Class Plan Fund Name Comments/Penalties
Money Market Money Market None
Emerging Markets Bond WISDOMTREE EMERGING MARKETS CORPORATE BOND ETF None
Large Blend WISDOMTREE EARNINGS 500 FUND None
Large Blend WISDOMTREE U.S. DIVIDEND GROWTH FUND None
Large Value WISDOMTREE LARGECAP DIVIDEND FUND None
Large Value WISDOMTREE HIGH DIVIDEND FUND None
Large Value WISDOMTREE DIVIDEND EX-FINANCIALS None
Mid-Cap Value WISDOMTREE MIDCAP DIVIDEND FUND None
Small Blend WISDOMTREE SMALLCAP EARNINGS FUND None
Small Blend WISDOMTREE U.S. SMALLCAP DIVIDEND GROWTH FUND None
Small Value WISDOMTREE SMALLCAP DIVIDEND FUND None
Preferred Stock GLOBAL X SUPERINCOME PREFERRED ETF None
Energy Limited Partnership GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF None
Real Estate IQ US REAL ESTATE SMALL CAP ETF  None
Specialty-Health JOHN HANCOCK MULTIFACTOR HEALTHCARE ETF  None
Industrials JOHN HANCOCK MULTIFACTOR INDUSTRIALS ETF  None
Technology JOHN HANCOCK MULTIFACTOR TECHNOLOGY ETF  None
Consumer Cyclical JOHN HANCOCK MULTIFACTOR CONSUMER DISCRETIONARY ETF  None
Foreign Small/Mid Value WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND None
Foreign Large Value WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND None
Foreign Small/Mid Value WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND None
Pacific/Asia ex-Japan Stk WISDOMTREE ASIA-PACIFIC EX-JAPAN None
Japan Stock WISDOMTREE JAPAN HEDGED EQUITY FUND  None
Europe Stock WISDOMTREE EUROPE HEDGED EQUITY FUND  None
Global Real Estate WISDOMTREE GLOBAL EX-US REALESTATE FUND  None
Diversified Emerging Mkts WISDOMTREE EMERGING MKTS SMALLCAP DIV None
Diversified Emerging Mkts WISDOMTREE EMERGING MARKETS DIVIDEND GROWTH FUND None
   
Small Blend Vanguard Small-Cap Index Fund ETF Shares Proxy for DES
Diversified Emerging Mkts iShares MSCI Emerging Markets ETF Proxy for DGRE, DLS
Small Growth Vanguard Small-Cap Growth Index Fund ETF Shares Proxy for DGRS
Large Blend Vanguard Dividend Growth Inv Proxy for DGRW (Alt proxy = MGC)
Foreign Large Blend iShares MSCI EAFE ETF Proxy for DIM, DOL
Large Value Columbia Dividend Income V Proxy for DLN (Alt proxy = VIG)
Mid-Cap Blend SPDR® S&P MidCap 400 ETF Proxy for DON
Small Blend iShares Core S&P Small-Cap ETF Proxy for EES
Emerging Markets Bond T. Rowe Price Emerging Markets Bond Proxy for EMCB (Alt proxy = EMB)
Large Blend SPDR® S&P 500 ETF Proxy for EPS
Large Value Vanguard Value Index Fund ETF Shares Proxy for EZY
World Bond T. Rowe Price International Bond Proxy for CRDT (Alt proxy = IBND)
Natural Resources Putnam Global Natural Resources A Proxy for GNAT (Al proxy = OIL)
Equity Energy Fidelity® Select Energy Service Port Proxy for MLPX (Alt proxy = OIH)
Large Growth PowerShares QQQ Proxy for SOCL
Commodities Broad Basket PowerShares DB Commodity Index Tracking Fund Proxy for SOIL
Preferred Stock iShares U.S. Preferred Stock ETF Proxy for SPFF