MyPlanIQ 401k Investor Kaiser Permanente 401K Plan for Staff

Kaiser Permanente 401K Plan for Staff

Investment Menu Rating:

Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Blend VWILX Vanguard International Growth Adm
Others
Moderate Allocation VWELX Vanguard Wellington Inv
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
Small Growth VEXRX Vanguard Explorer Adm
LARGE VALUE VIVIX Vanguard Value Index Instl
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Stable Value
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
Total Available Funds: 12
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Blend VWILX Vanguard International Growth Adm
Others
Moderate Allocation VWELX Vanguard Wellington Inv
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
Small Growth VEXRX Vanguard Explorer Adm
LARGE VALUE VIVIX Vanguard Value Index Instl
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl
LARGE GROWTH ALARX Alger Capital Appreciation Instl I
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls
Small Growth VISGX KP Small Cap Equity KPSCX
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Stable Value
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls
Total Available Funds: 12
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery 63% 1 60 0 1.23% 2.12%
Foreign Large Blend VWILX Vanguard International Growth Adm 45% 1 60 0 0.45% 1.94%
Others
Moderate Allocation VWELX Vanguard Wellington Inv 87% 1 60 0 0.17% 12.31%
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 96% 1 60 0 0.31% 7.88%
Small Growth VEXRX Vanguard Explorer Adm 85% 1 60 0 0.34% 0.59%
LARGE VALUE VIVIX Vanguard Value Index Instl 73% 1 60 0 0.04% 2.48%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl 64% 1 60 0 0.14% 1.13%
LARGE GROWTH ALARX Alger Capital Appreciation Instl I 55% 1 60 0 1.68% 0%
LARGE BLEND VITPX Vanguard Instl Ttl Stk Mkt Idx Instl Pls 52% 1 60 0 0.02% 1.36%
Small Growth VISGX KP Small Cap Equity KPSCX 51% 1 60 0 0.07% 0.54%
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE Stable Value 95% 1 60 0 NA 27.03%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Idx Instl Pls 46% 1 60 0 0.03% 2.81%
Average Expense Ratio: 0.41%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 7.9% 24.1% 7.1% 11.3% 9.0% 9.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:KALU)
The plan consists of 16 funds. It covers 3 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

Kaiser Permanente is the largest nonprofit health care provider. This plan is for its staff.



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