Friday, November 20, 2015

List of Investment Options Available in the Stash App

stash invest fund options
This post isn't a formal review of the Stash Invest app (aka simply "Stash"), but in brief I'll say the app features the ability to invest in mostly ETFs with as little as $5. It allows you to buy partial shares of a handful of investment products - so you get to specify the dollar amount you want to invest, rather than being limited to the price per share of the actual fund.

There are no trading fees, but they do charge $1 per month (taken from your bank account, not from your investments) for accounts with less than $5000 invested. Above $5K they'll start taking 0.25%. Very reasonable, and if you make more than 1 trade a year, you could end up saving money compared to other companies that charge between $5-$10 per trade. This makes it easy to keep adding small amounts of money as you wish, rather than saving up to make your expensive trade worthwhile.

So I mentioned there are a handful of investment products to choose from in the app. They are all given catchy names and plain English descriptions - but sometimes I find myself just wanting to browse the underlying funds themselves. A couple of them I already owned in my Roth IRA and didn't realize it because the more descriptive name didn't sound much like what the actual fund description had.

So, here is a list of the funds that match up to each of the more millennial-friendly names that you see in the app.

Stash Name
Real Name
Ticker Symbol
Expense Ratio**
Do the Right Thing
iShares MSCI USA ESG Select Scl Indx Fnd
KLD
0.50%
Home Sweet Home
SPDR S&P Homebuilders ETF
XHB
0.35%
Data Defenders
First Trust NASDAQ CEA Cybersecurity ETF
CIBR
0.60%
Clean & Green
iShares S&P Global Clean Energy Index Fd
ICLN
0.47%
Defending America
iShares U.S. Aerospace & Defense ETF
ITA
0.43%
Live Long & Prosper
Health Care Select Sector SPDR Fund
XLV
0.15%
Small but Mighty
Vanguard Small-Cap ETF
VB
0.09%
Water the World
PowerShares Water Resources ETF
PHO
0.62%
Robots Rising
Global Robotics and Automation Index ETF
ROBO
0.95%
Equality Works
Workplace Equality ETF
EQLT
0.75%
Slow & Steady
PowerShares S&P 500 Low Volatility
SPLV
0.25%
Park my Cash
PIMCO Enhanced Short Maturity Active ETF
MINT
0.35%
Moderate Mix
iShares S&P Moderate Allocation Fund ETF
AOM
0.29%
Copy the Experts
Global X Guru Index ETF
GURU
0.75%
Roll with Buffett*
Berkshire Hathaway Inc. Class B
BRK.B
--
Aggressive Mix
iShares Core Growth Allocation ETF
AOR
0.30%
Conservative Mix
iShares Core Conservative Allocation ETF
AOK
0.28%
Delicious Dividends
Schwab U.S. Dividend Equity ETF
SCHD
0.07%
Blue Chips
Vanguard Mega Cap ETF
MGC
0.11%
Internet Titans
First Trust DJ Internet Index Fund (ETF)
FDN
0.57%
Enjoy Yourself
PowerShares Dynamic Leisure and Entertainment Portfolio
PEJ
0.63%
American Innovators
Vanguard Information Technology ETF
VGT
0.12%
On Cloud Nine
First Trust ISE Cloud Computing Index Fund
SKYY
0.60%
Wireless Wonders
Vanguard Telecommunication Services ETF
VOX
0.12%
Retail Therapy
SPDR S&P Retail ETF
XRT
0.35%
Social Media Mania
Global X Social Media Index ETF
SOCL
0.65%
Money Machines
Vanguard Financials ETF
VFH
0.12%
Global Citizen
Vanguard Total World Stock ETF
VT
0.18%

* The only individual stock available to purchase through Stash at this time
** Expense ratio as of 11/20/2015

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