List of Investment Options Available in the Stash App
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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