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% |