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Kaiser Permanente 401(k)

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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     
Vanguard Wellington Fund Investor SharesVWELXDU.S. Large Cap22fund risk0.26%
Vanguard PRIMECAP Fund Admiral SharesVPMAXCU.S. All Cap33fund risk0.36%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC+U.S. Mega Cap34fund risk0.16%
U.S. Equities - Growth     
Alger Capital Appreciation Fund Class ZACAZXB++U.S. Large Cap - Growth34fund risk0.93%
Alger Capital Appreciation Institutional Fund Class IALARXB++U.S. Large Cap - Growth34fund risk1.19%
Vanguard Explorer Fund Admiral SharesVEXRXCU.S. Small Cap - Growth37fund 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 Cap27fund risk1.23%
Vanguard International Growth Fund Admiral SharesVWILXAInternational Large Cap - Growth30fund risk0.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXC++Bond - Multi Sector5fund risk0.05%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXB++Bond - Multi Sector5fund risk0.07%
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