KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN (TSA)
Investment Model Portfolios

This plan is created by our user, Namidsf. Thank you for your contribution!

Investment options of KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN (TSA)

Total Available Funds: 12
Asset Class Ticker Description
US EQUITY
LARGE GROWTH ALARX ALARX
LARGE GROWTH JCAPX JCAPX
Small Growth VEXRX VEXRX
LARGE GROWTH VFTNX VFTNX
LARGE BLEND VITPX VITPX
LARGE GROWTH VPMAX VPMAX
LARGE VALUE VIVIX VIVIX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX PRIDX
Foreign Large Blend VWILX VWILX
FIXED INCOME
Intermediate-Term Bond VBMPX VBMPX
ULTRASHORT BOND NVSIX Stable Income Fund
Others
Moderate Allocation VWELX VWELX

Investment model portfolios

We provide two types of investment model portfolios for KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN (TSA) participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN (TSA) Strategic Asset Allocation - Optimal Moderate NA 27.43% 2.35% 8.06% 7.13% 7.72% 6.84% 5.88%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN (TSA) Tactical Asset Allocation Moderate NA 24.52% 0.40% 4.76% 4.35% 5.03% 6.03% 6.40%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%