Kaiser Permanente 401(k)

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	16	0.16%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
Vanguard Wellington Fund Investor Shares	VWELX	B	U.S. Large Cap	10	0.26%
U.S. Equities - Growth
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Alger Capital Appreciation Fund Class Z	ACAZX	D--	U.S. All Cap - Growth	21	0.93%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
U.S. Equities - Value
Vanguard Value Index Fund Institutional Shares	VIVIX	C++	U.S. Mega Cap - Value	15	0.08%
KP Small Cap Equity		B++	U.S. Small Cap - Value	22	0.09%
Global & Intl. Equity
T. Rowe Price International Discovery Fund	PRIDX	A-	International Large Cap - Growth	15	1.23%
Vanguard International Growth Fund Admiral Shares	VWILX	B	Emerging Markets	21	0.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	C-	Bond - Multi Sector	3	0.05%
Other
KP Retirement Path 2015 Fund Institutional Shares	KPRAX		Other	0	0%
KP Retirement Path 2020 Fund Institutional Shares	KPRBX		Other	0	0%
KP Retirement Path 2025 Fund Institutional Shares	KPRCX		Other	0	0%
KP Retirement Path 2030 Fund Institutional Shares	KPRDX		Other	0	0%
KP Retirement Path 2035 Fund Institutional Shares	KPREX		Other	0	0%
KP Retirement Path 2040 Fund Institutional Shares	KPRFX		Other	0	0%
KP Retirement Path 2045 Fund Institutional Shares	KPRGX		Other	0	0%
KP Retirement Path 2050 Fund Institutional Shares	KPRHX		Other	0	0%
KP Retirement Path 2055 Fund Institutional Shares	KPRIX		Other	0	0%
KP Retirement Path 2060 Fund Institutional Shares	KPRJX		Other	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information