MyPlanIQ 401k Investor Kaiser Permanente Tax Savings Retirement Plan for Physicians

Kaiser Permanente Tax Savings Retirement Plan for Physicians

This Plan is unrated.
Investment Options
Total Available Funds: 17
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
WORLD STOCK RWIGX American Funds Capital World G/I R6
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Moderate Allocation VWENX Vanguard Wellington Adm
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
LARGE BLEND VITNX Vanguard Instl Ttl Stk Mkt Idx Instl
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
Total Available Funds: 17
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
WORLD STOCK RWIGX American Funds Capital World G/I R6
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Moderate Allocation VWENX Vanguard Wellington Adm
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm
LARGE BLEND VITNX Vanguard Instl Ttl Stk Mkt Idx Instl
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
LARGE VALUE VIVIX Vanguard Value Index Instl
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl
LARGE GROWTH VMRAX Vanguard Morgan Growth Adm
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
SHORT GOVERNMENT STABLEVALUE Stable Value
Total Available Funds: 17
  • 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 88% 3 60 0 1.23% 2.12%
Foreign Large Blend VWILX Vanguard International Growth Adm 83% 3 60 0 0.45% 1.94%
WORLD STOCK RWIGX American Funds Capital World G/I R6 33% 3 60 0 0.53% 3.8%
Others
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv 91% 3 60 0 0.11% 3.18%
Moderate Allocation VWENX Vanguard Wellington Adm 90% 3 60 0 0.17% 12.42%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 3 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 3 60 0 0.12% 2.84%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 83% 3 60 0 0.13% 2.53%
US EQUITY
LARGE GROWTH VPMAX Vanguard PRIMECAP Adm 88% 3 60 0 0.31% 7.88%
LARGE BLEND VITNX Vanguard Instl Ttl Stk Mkt Idx Instl 83% 3 60 0 0.02% 1.36%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 3 60 0 0.05% 1.55%
LARGE VALUE VIVIX Vanguard Value Index Instl 79% 3 60 0 0.04% 2.48%
MID-CAP VALUE HWMIX Hotchkis and Wiley Mid-Cap Value I 70% 3 60 0 1.97% 0.29%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl 70% 3 60 0 0.14% 1.13%
LARGE GROWTH VMRAX Vanguard Morgan Growth Adm 0% 3 60 0 0.3% 0%
FIXED INCOME
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
SHORT GOVERNMENT STABLEVALUE Stable Value 16% 0 60 0 NA 27.03%
Average Expense Ratio: 0.37%
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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 8.3% 28.5% 9.7% 12.8% 9.0% 9.1%

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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 17 funds. It covers 3 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

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



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