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Kaiser Permanente Tax Sheltered Annuity Plan (TSA)

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
KP Retirement Path 2015 InstitutionalDU.S. All Cap12fund risk0.17%
KP Retirement Path 2020 InstitutionalDU.S. All Cap16fund risk0.17%
KP Retirement Path 2025 InstitutionalCU.S. All Cap19fund risk0.18%
KP Retirement Path 2030 InstitutionalCU.S. All Cap21fund risk0.18%
Vanguard Wellington Fund Investor SharesVWELXDU.S. Large Cap22fund risk0.26%
KP Retirement Path 2035 InstitutionalCU.S. All Cap24fund risk0.19%
KP Retirement Path 2040 InstitutionalCU.S. All Cap26fund risk0.19%
KP Retirement Path 2060 InstitutionalBU.S. All Cap29fund risk0.18%
KP Retirement Path 2055 InstitutionalBU.S. All Cap29fund risk0.19%
KP Retirement Path 2050 InstitutionalBU.S. All Cap29fund risk0.19%
KP Retirement Path 2045 InstitutionalCU.S. All Cap29fund risk0.19%
Vanguard PRIMECAP Fund Admiral SharesVPMAXCU.S. Large Cap34fund risk0.36%
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXDU.S. All Cap35fund risk0.02%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC-U.S. Mega Cap35fund risk0.16%
U.S. Equities - Growth     
Alger Capital Appreciation Institutional Fund Class IALARXC++U.S. Large Cap - Growth35fund risk1.19%
Vanguard Explorer Fund Admiral SharesVEXRXC++U.S. Small Cap - Growth38fund risk0.34%
U.S. Equities - Value     
Vanguard Value Index Fund Institutional SharesVIVIXC--U.S. Mega Cap - Value35fund risk0.08%
Global & Intl. Equity     
T. Rowe Price International Discovery FundPRIDXA++International Small Cap28fund risk1.23%
Vanguard International Growth Fund Admiral SharesVWILXA+International Large Cap - Growth31fund risk0.35%
Bonds     
Stable Income Fund 4249CU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXB++Bond - Multi Sector5fund risk0.05%
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