Kaiser Permanente Tax Sheltered Annuity Plan (TSA)

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
KP Retirement Path 2015 Institutional		D	U.S. All Cap	12	0.17%
KP Retirement Path 2020 Institutional		D	U.S. All Cap	16	0.17%
KP Retirement Path 2025 Institutional		C	U.S. All Cap	19	0.18%
KP Retirement Path 2030 Institutional		C	U.S. All Cap	21	0.18%
Vanguard Wellington Fund Investor Shares	VWELX	D	U.S. Large Cap	22	0.26%
KP Retirement Path 2035 Institutional		C	U.S. All Cap	24	0.19%
KP Retirement Path 2040 Institutional		C	U.S. All Cap	26	0.19%
KP Retirement Path 2060 Institutional		B	U.S. All Cap	29	0.18%
KP Retirement Path 2055 Institutional		B	U.S. All Cap	29	0.19%
KP Retirement Path 2050 Institutional		B	U.S. All Cap	29	0.19%
KP Retirement Path 2045 Institutional		C	U.S. All Cap	29	0.19%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	C	U.S. Large Cap	34	0.36%
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	VITPX	D	U.S. All Cap	35	0.02%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	35	0.16%
U.S. Equities - Growth
Alger Capital Appreciation Institutional Fund Class I	ALARX	C++	U.S. Large Cap - Growth	35	1.19%
Vanguard Explorer Fund Admiral Shares	VEXRX	C++	U.S. Small Cap - Growth	38	0.34%
U.S. Equities - Value
Vanguard Value Index Fund Institutional Shares	VIVIX	C--	U.S. Mega Cap - Value	35	0.08%
Global & Intl. Equity
T. Rowe Price International Discovery Fund	PRIDX	A++	International Small Cap	28	1.23%
Vanguard International Growth Fund Admiral Shares	VWILX	A+	International Large Cap - Growth	31	0.35%
Bonds
Stable Income Fund 4249		C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	B++	Bond - Multi Sector	5	0.05%

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