Kaiser Permanente 401(k)

hokirob 2/13/2012 10:18:45 AM
Most of these funds are very highly correlated. Kaiser needs to add some new choices. If Janus Forty is an F, I'm not sure it deserves a position in the allocation.

jbj2020 7/7/2014 7:57:35 PM
Check for an update from Kaiser. they have switched out all of the LifeStrategy funds for a new set called KP Retirement Path funds. Managed by Callan, they have target dates from 2015 - 2060. Fees are about double the LifeStrategy funds and of course no historical performance. Have no idea if these are good substitutes, but are now the only choice for a target date strategy.

jbj2020 7/7/2014 8:15:57 PM
I would add them, but not in your data base. KPRAX, KPRBX, KPRCX...KPRJX for target dates from 2015 - 2060.

brian 6/19/2021 9:23:56 PM
Plan is missing KP Retirement Path 2065, KP Small Cap Equity (proxy using Vanguard fund).

Name	Ticker	Action	Date
KP Small Cap Equity		was added by brian	6/19/2021	Remove
KP Retirement Path 2060 Fund Institutional Shares	KPRJX	was added by brian	6/19/2021	Remove
KP Retirement Path 2055 Fund Institutional Shares	KPRIX	was added by brian	6/19/2021	Remove
KP Retirement Path 2050 Fund Institutional Shares	KPRHX	was added by brian	6/19/2021	Remove
KP Retirement Path 2045 Fund Institutional Shares	KPRGX	was added by brian	6/19/2021	Remove
KP Retirement Path 2040 Fund Institutional Shares	KPRFX	was added by brian	6/19/2021	Remove
KP Retirement Path 2035 Fund Institutional Shares	KPREX	was added by brian	6/19/2021	Remove
KP Retirement Path 2030 Fund Institutional Shares	KPRDX	was added by brian	6/19/2021	Remove
KP Retirement Path 2025 Fund Institutional Shares	KPRCX	was added by brian	6/19/2021	Remove
KP Retirement Path 2020 Fund Institutional Shares	KPRBX	was added by brian	6/19/2021	Remove
KP Retirement Path 2015 Fund Institutional Shares	KPRAX	was added by brian	6/19/2021	Remove
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	was removed by billc.ii	4/7/2016
Alger Capital Appreciation Fund Class Z	ACAZX	was added by billc.ii	4/7/2016	Remove
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	was removed by tdpl	3/2/2015
Vanguard LifeStrategy Income Fund Investor Shares	VASIX	was removed by tdpl	3/2/2015
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	was removed by tdpl	3/2/2015
Vanguard LifeStrategy Growth Fund Investor Shares	VASGX	was removed by jbj2020	7/10/2014
Vanguard LifeStrategy Growth Fund Investor Shares	VASGX	was added by Kivalia	11/30/2012
Vanguard Value Index Fund Institutional Shares	VIVIX	was added by Kivalia	11/30/2012	Remove
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	was added by Kivalia	11/30/2012
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	was added by Kivalia	11/30/2012
Vanguard LifeStrategy Income Fund Investor Shares	VASIX	was added by Kivalia	11/30/2012
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	was added by Kivalia	11/30/2012	Remove
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	was added by Kivalia	11/30/2012	Remove
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	was added by Kivalia	11/30/2012	Remove
Vanguard International Growth Fund Admiral Shares	VWILX	was added by Kivalia	11/30/2012	Remove
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	was added by Kivalia	11/30/2012
T. Rowe Price International Discovery Fund	PRIDX	was added by Kivalia	11/30/2012	Remove
Vanguard Explorer Fund Admiral Shares	VEXRX	was added by Kivalia	11/30/2012	Remove
Alger Capital Appreciation Institutional Fund Class I	ALARX	was added by Kivalia	11/30/2012	Remove
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	was added by Kivalia	11/30/2012	Remove
US Cash / Money Market	USCASH	was added by Kivalia	11/30/2012	Remove
Vanguard LifeStrategy Growth Fund Investor Shares	VASGX	was removed by tdpl	11/30/2012
Vanguard Value Index Fund Institutional Shares	VIVIX	was removed by tdpl	11/30/2012	Remove
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	was removed by tdpl	11/30/2012
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	was removed by tdpl	11/30/2012
Vanguard LifeStrategy Income Fund Investor Shares	VASIX	was removed by tdpl	11/30/2012
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	was removed by tdpl	11/30/2012	Remove
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	was removed by tdpl	11/30/2012	Remove
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	was removed by tdpl	11/30/2012	Remove
Vanguard International Growth Fund Admiral Shares	VWILX	was removed by tdpl	11/30/2012	Remove
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	was removed by tdpl	11/30/2012
T. Rowe Price International Discovery Fund	PRIDX	was removed by tdpl	11/30/2012	Remove
Vanguard Explorer Fund Admiral Shares	VEXRX	was removed by tdpl	11/30/2012	Remove
Alger Capital Appreciation Institutional Fund Class I	ALARX	was removed by tdpl	11/30/2012	Remove
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	was removed by tdpl	11/30/2012	Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	VITPX	was removed by tdpl	11/30/2012
US Cash / Money Market	USCASH	was removed by tdpl	11/30/2012	Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	VITPX	was added by tdpl	11/30/2012
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	was added by jbj2020	10/4/2012	Remove
Janus Forty Fund Class I	JCAPX	was removed by jbj2020	4/10/2012
Vanguard LifeStrategy Income Fund Investor Shares	VASIX	was added by kivalia	2/12/2012
Alger Capital Appreciation Institutional Fund Class I	ALARX	was added by kivalia	2/12/2012	Remove
Vanguard Explorer Fund Admiral Shares	VEXRX	was added by kivalia	2/12/2012	Remove
T. Rowe Price International Discovery Fund	PRIDX	was added by kivalia	2/12/2012	Remove
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	was added by kivalia	2/12/2012
Vanguard Value Index Fund Institutional Shares	VIVIX	was added by kivalia	2/12/2012	Remove
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	was added by kivalia	2/12/2012
Janus Forty Fund Class I	JCAPX	was added by kivalia	2/12/2012
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	was added by kivalia	2/12/2012
Vanguard International Growth Fund Admiral Shares	VWILX	was added by kivalia	2/12/2012	Remove
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	was added by kivalia	2/12/2012	Remove
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	was added by kivalia	2/12/2012	Remove
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	was added by kivalia	2/12/2012	Remove
Vanguard LifeStrategy Growth Fund Investor Shares	VASGX	was added by kivalia	2/12/2012
Vanguard Wellington Fund Investor Shares	VWELX	was added by kivalia	2/12/2012	Remove
US Cash / Money Market	USCASH	was added by kivalia	2/12/2012	Remove