MyPlanIQ 401k Investor KAISER PERMANENTE 401K RETIREMENT PLAN

KAISER PERMANENTE 401K RETIREMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery Fund
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares
SHORT GOVERNMENT STABLEVALUE Kaiser Permanente Stable Income Fund
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index Fund
LARGE GROWTH ALARX Alger Capital Appreciation Instl Fund
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund Class I
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery Fund
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares
SHORT GOVERNMENT STABLEVALUE Kaiser Permanente Stable Income Fund
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index Fund
LARGE GROWTH ALARX Alger Capital Appreciation Instl Fund
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund Class I
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares
LARGE BLEND VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
LARGE BLEND VITSX Vanguard Total Stock Market Index Fund Institutional Shares
LARGE VALUE VIVIX Vanguard Value Index Fund Institutional Shares
Small Growth VEXRX Vanguard Explorer Fund Admiral Shares
Small Growth VEXPX Vanguard Explorer Fund
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund
Total Available Funds: 20
  • 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 Fund 88% 1 60 0 1.23% 2.12%
Foreign Large Blend VWILX Vanguard International Growth Fund Admiral Shares 83% 1 60 0 0.45% 1.94%
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Fund 91% 1 60 0 0.11% 3.18%
Moderate Allocation VWELX Vanguard Wellington Fund Investor Shares 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Fund 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Conservative Growth Fund 89% 1 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Growth Fund 84% 1 60 0 0.13% 2.53%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Fund 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares 35% 1 60 0 0.03% 2.81%
SHORT GOVERNMENT STABLEVALUE Kaiser Permanente Stable Income Fund 16% 1 60 0 NA 27.03%
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index Fund 96% 1 60 0 0.05% 2.23%
LARGE GROWTH ALARX Alger Capital Appreciation Instl Fund 95% 1 60 0 1.68% 0%
LARGE GROWTH ALARX Alger Capital Appreciation Institutional Fund Class I 95% 1 60 0 1.68% 0%
LARGE GROWTH VPMAX Vanguard PRIMECAP Fund Admiral Shares 89% 1 60 0 0.31% 7.88%
LARGE BLEND VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 83% 1 60 0 0.02% 1.36%
LARGE BLEND VITSX Vanguard Total Stock Market Index Fund Institutional Shares 82% 1 60 0 0.03% 1.35%
LARGE VALUE VIVIX Vanguard Value Index Fund Institutional Shares 79% 1 60 0 0.04% 2.48%
Small Growth VEXRX Vanguard Explorer Fund Admiral Shares 76% 1 60 0 0.34% 0.59%
Small Growth VEXPX Vanguard Explorer Fund 76% 1 60 0 0.45% 4.34%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Fund 70% 1 60 0 0.14% 1.13%
Average Expense Ratio: 0.31%
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Related Retirement Plans
KAISER PERMANENTE 401(K) RETIREMENT PLAN
KAISER PERMANENTE RETIREMENT PLAN
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 8.1% 24.4% 8.2% 12.0% 9.4% 8.8%

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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
The plan consists of 21 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.


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