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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 2035 InstitutionalCU.S. All Cap11fund risk0.19%
KP Retirement Path 2040 InstitutionalCU.S. All Cap12fund risk0.19%
KP Retirement Path 2045 InstitutionalCU.S. All Cap13fund risk0.19%
KP Retirement Path 2055 InstitutionalCU.S. All Cap13fund risk0.19%
KP Retirement Path 2050 InstitutionalCU.S. All Cap13fund risk0.19%
KP Retirement Path 2060 InstitutionalCU.S. All Cap13fund risk0.18%
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXCU.S. All Cap17fund risk0.02%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap17fund risk0.16%
Vanguard PRIMECAP Fund Admiral SharesVPMAXFU.S. All Cap19fund risk0.36%
KP Retirement Path 2015 InstitutionalAU.S. Large Cap5fund risk0.17%
KP Retirement Path 2020 InstitutionalBU.S. All Cap7fund risk0.17%
KP Retirement Path 2025 InstitutionalBU.S. All Cap9fund risk0.18%
KP Retirement Path 2030 InstitutionalBU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
Vanguard Explorer Fund Admiral SharesVEXRXA--U.S. Small Cap - Growth21fund risk0.34%
Alger Capital Appreciation Institutional Fund Class IALARXDU.S. Large Cap - Growth21fund risk1.19%
U.S. Equities - Value     
Vanguard Value Index Fund Institutional SharesVIVIXCU.S. Large Cap - Value15fund risk0.08%
Vanguard Wellington Fund Investor SharesVWELXA+U.S. Mega Cap - Value9fund risk0.26%
Global & Intl. Equity     
T. Rowe Price International Discovery FundPRIDXFInternational Large Cap - Growth15fund risk1.23%
Vanguard International Growth Fund Admiral SharesVWILXFInternational Large Cap - Growth19fund risk0.35%
Bonds     
Stable Income Fund 4249C+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXB++U.S. Treasury - Intermediate3fund risk0.05%
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