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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 2055 InstitutionalCU.S. Large Cap11fund risk0.19%
KP Retirement Path 2050 InstitutionalCU.S. Large Cap11fund risk0.19%
KP Retirement Path 2045 InstitutionalCU.S. Large Cap11fund risk0.19%
KP Retirement Path 2060 InstitutionalCU.S. Large Cap11fund risk0.18%
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXCU.S. All Cap14fund risk0.02%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXBU.S. Large Cap14fund risk0.16%
Vanguard PRIMECAP Fund Admiral SharesVPMAXCU.S. All Cap15fund risk0.36%
KP Retirement Path 2015 InstitutionalBU.S. Large Cap4fund risk0.17%
KP Retirement Path 2020 InstitutionalBU.S. Large Cap6fund risk0.17%
KP Retirement Path 2025 InstitutionalBU.S. Large Cap7fund risk0.18%
Vanguard Wellington Fund Investor SharesVWELXBU.S. Large Cap8fund risk0.26%
KP Retirement Path 2030 InstitutionalCU.S. Large Cap8fund risk0.18%
KP Retirement Path 2035 InstitutionalCU.S. Large Cap9fund risk0.19%
KP Retirement Path 2040 InstitutionalCU.S. Large Cap10fund risk0.19%
U.S. Equities - Growth     
Alger Capital Appreciation Institutional Fund Class IALARXC++U.S. Large Cap - Growth16fund risk1.19%
Vanguard Explorer Fund Admiral SharesVEXRXC--U.S. Small Cap - Growth16fund risk0.34%
U.S. Equities - Value     
Vanguard Value Index Fund Institutional SharesVIVIXC--U.S. Large Cap - Value13fund risk0.08%
Global & Intl. Equity     
T. Rowe Price International Discovery FundPRIDXA-International Large Cap - Growth12fund risk1.23%
Vanguard International Growth Fund Admiral SharesVWILXA-International Large Cap - Growth15fund risk0.35%
Bonds     
Stable Income Fund 4249C+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXC++U.S. Treasury - Intermediate4fund risk0.05%
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