Where do I find more information on the funds that Ellevest has selected?

 

Ellevest has selected a diverse mix of investments for your goals. Since we can’t predict the future, we reduce risk by building your portfolio with a broad range of carefully selected investments to help you reach your goals. Every goal does not contain all of the ETFs and/or mutual funds we use, but this is the universe of funds we have selected. As these funds change and as new ones are introduced to the market, we may add or remove funds from our universe to ensure that our selections meet our standards and are suitable for our clients.

To find more information about the ETFs and mutual funds Ellevest has selected, as well as the prospectus and other information, follow the links below.

Symbol

Fund Name

BND

Vanguard Total Bond Market ETF     

BNDX

Vanguard Total International Bond ETF

BSV

Vanguard Short-Term Bond ETF

EMB

iShares J.P. Morgan USD Emerging Markets Bond ETF

EMLC

VanEck Vectors J.P. Morgan EM Local Currency Bond

HYD

VanEck Vectors High-Yield Municipal Index ETF

JNK

SPDR® Barclays High Yield Bond ETF

VTEB

Vanguard Tax-Exempt Bond ETF

SHM

SPDR® Nuveen Barclays Short Term Municipal Bond ETF

VB

Vanguard Small-Cap ETF

VBR

Vanguard Small-Cap Value ETF

VEA

Vanguard FTSE Developed Markets ETF

VNQ

Vanguard REIT ETF

VNQI

Vanguard Global ex-U.S. Real Estate ETF

VO

Vanguard Mid-Cap ETF

VOE

Vanguard Mid-Cap Value ETF

VTI

Vanguard Total Stock Market ETF

SCHP

Schwab U.S. TIPS ETF

VTV

Vanguard Value ETF

VWO

Vanguard FTSE Emerging Markets ETF

PAX

Pax-Ellevate Global Women’s Leadership Fund

SHE

SPDR SSGA Gender Diversity Index ETF

ACCSX

Access Capital Community Investment Fund

ESGD

iShares MSCI EAFE ESG Optimized ETF

ESGE

iShares MSCI EM ESG Optimized ETF


 

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