Mutual Fund and ETF Prospectus Links
One should read the Prospectus before investing in a mutual fund or ETF.
Strategic Portfolio Funds
Stocks—Large Cap
YAFFX AMG Yacktman Focused Fund
SCHD Schwab U.S. Dividend Equity ETF
TRBCX T Rowe Price Blue Chip Growth Inv
MSEGX Morgan Stanley Institutional Growth A
Stocks—Mid Cap
JAMCX JP Morgan Mid Cap Value A
PEMGX Principal MidCap A
VO Vanguard Mid-Cap Index Fund ETF
MACGX Morgan Stanley Institutional Discovery A
Stocks—Small Cap
QUASX AB Small Cap Growth Portfolio Class A
DEVLX Delaware Small Cap Value A
VB Vanguard Small-Cap Index Fund ETF
Stocks—Foreign Large Cap
MDIDX MFS International Diversification Fund A
EFAV iShares Edge MSCI Min Vol EAFE ETF
ARTKX Artisan International Value Fund
AEGFX American Funds EuroPacific Growth Fund F1
Stocks—Foreign Small/Mid Cap
IEGAX Invesco International Small Company A
DLS Wisdom Tree International SmallCap Dividend ETF
ARTJX Artisan International Small-Mid
Stocks—Foreign Emerging Markets
NWFFX American Funds New World Fund F-1
Bonds—High Yield
Bonds—Inflation-Protected (TIPS)
SWRSX Schwab Treasury Inflation Protected Securities Index Fund
Bonds—Long Term
PLRAX PIMCO Long Duration Total Return A
Bonds—Intermediate Term (core)
TGFNX TCW Core Fixed Income N
BIV Vanguard Intermediate-Term Bond ETF
SPAB SPDR Portfolio Aggregate Bond ETF
Bonds—Intermediate Term (core-plus)
PTTAX PIMCO Total Return Fund A
TGMNX TCW Total Return Bond N
WIPDX Wells Fargo Core Plus Bond A
Bonds—Short Term
BSBSX Baird Short-Term Bond Fund Investor Class
BSV Vanguard Short-Term Bond ETF
Bonds—Floating Rate/Bank Loan
PRFRX T. Rowe Price Floating Rate Fund
NFIAX Neuberger Berman Floating Rate Income Fund A
Bonds—Foreign
PFOAX PIMCO International Bond Fund (US Dollar-hedged) A
Real Estate (REITs)
FRINX Fidelity Advisor Real Estate Income A
NBRFX Neuberger Berman Real Estate Tr
Commodities
CPER United States Copper Index Fund ETF
CASH ALTERNATIVES
SHV iShares Short Treasury Bond ETF
SWVXX Schwab Value Advantage Money Fund Inv
Bonds—UltraShort Term
PSHAX PIMCO Short-Term Fund A
Bonds—Multisector
PONAX PIMCO Income Fund A
Satellite Strategies
AAAAX DWS RREEF Real Assets Fund
GXSAX Goldman Sachs Satellite Strategies A
“ETF” Portfolio Funds
Stocks—USA
SCHD Schwab U.S Large-Cap Value ETF
SCHG Schwab U.S Large-Cap Growth ETF
VOE Vanguard Mid-Cap Value Index ETF
IWP iShares Russell Mid-Cap Growth ETF
VBR Vanguard Small-Cap Value Index ETF
VBK Vanguard Small-Cap Growth Index ETF
Stocks—Foreign
SCHF Schwab International Equity ETF
SCZ iShares MSCI EAFE Small-Cap ETF
ADRE Invesco BLDRS Emerging Markets 50 ADR Index ETF
Bonds
BND Vanguard Total Bond Market Index Fund ETF
BSV Vanguard Short-Term Bond Index Fund ETF
Real Estate (REITs)
VNQ Vanguard Real Estate Index Fund ETF
Commodities
CPER United States Copper Index Fund ETF
CASH ALTERNATIVE
SHV iShares Short Treasury Bond ETF
ETFs on the bench
VV Vanguard Large-Cap Index Fund ETF
VB Vanguard Small-Cap Index Fund ETF
VO Vanguard Mid-Cap Index Fund ETF
SPDW SPDR Portfolio Developed World ex-US ETF
DLS WisdomTree International SmallCap Div ETF
SPEM SPDR Portfolio Emerging Markets ETF
IUSB iShares Core Total USD Bond Market ETF
BIV Vanguard Intermediate-Term Bond ETF
BLV Vanguard Long-Term Bond ETF
HYG iShares iBoxx $ High Yield Corp ETF
TIPZ PIMCO Broad US TIPS ETF
ANGL VanEck Vectors Fallen Angel HiYld Bond ETF
IYR iShares U.S. Real Estate ETF
BSV Vanguard Short-Term Bond ETF
SWVXX Schwab Value Advantage Money Fund Inv
“Schwab Index” Portfolio Funds
Stocks—USA
SWTSX Schwab Total Stock Market Index Fund
SWPPX Schwab S&P 500 Index Fund
SWMCX Schwab U.S. Mid-Cap Index Fund
SWSSX Schwab U.S. Small-Cap Index Fund
Stocks—Foreign
SWISX Schwab International Index Fund
SFENX Schwab Fundamental Emg Mkts Lg Co Index
Bonds
SWNTX Schwab Tax-Free Bond fund
SWAGX Schwab US Aggregate Bond fund
Commodities
CPER United States Copper Index Fund ETF
CASH
SWVXX Schwab Value Advantage Money Fund Inv