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MyPlanIQ ANONYMOUS_Kaiser Permanente 401K Plan

ANONYMOUS_Kaiser Permanente 401K Plan

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Conservative Allocation VASIX Vanguard LifeStrategy Funds
ROOT CASH Money Market
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Blend VWIGX Vanguard International Growth
WORLD STOCK ABZIX AllianceBern Global Growth
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index
LARGE GROWTH VPMCX Vanguard PRIMECAP
LARGE GROWTH JCAPX Janus Forty
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
ULTRASHORT BOND NVSIX Stable Income
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Conservative Allocation VASIX Vanguard LifeStrategy Funds
ROOT CASH Money Market
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery
Foreign Large Blend VWIGX Vanguard International Growth
WORLD STOCK ABZIX AllianceBern Global Growth
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index
LARGE GROWTH VPMCX Vanguard PRIMECAP
LARGE GROWTH JCAPX Janus Forty
LARGE GROWTH ALARX Alger Capital Appreciation
LARGE BLEND VTSMX Vanguard Total Stock Market Index
Small Growth VEXRX Vanguard Explore
LARGE GROWTH VFTNX Vanguard FTSE Social Index,Vanguard Wellington
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index
ULTRASHORT BOND NVSIX Stable Income
Total Available Funds: 14
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Conservative Allocation VASIX Vanguard LifeStrategy Funds 91% 3 60 0 0.11% 4.32%
ROOT CASH Money Market 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH PRIDX T. Rowe Price International Discovery 87% 3 60 0 1.23% 5.26%
Foreign Large Blend VWIGX Vanguard International Growth 82% 3 60 0 0.45% 6.78%
WORLD STOCK ABZIX AllianceBern Global Growth 0% 3 60 0 NA 10.9%
US EQUITY
LARGE VALUE VIVAX Vanguard Value Index 95% 3 60 0 0.05% 2.18%
LARGE GROWTH VPMCX Vanguard PRIMECAP 95% 3 60 0 0.31% 17.92%
LARGE GROWTH JCAPX Janus Forty 95% 3 60 0 1.64% 12.27%
LARGE GROWTH ALARX Alger Capital Appreciation 94% 3 60 0 1.68% 8.27%
LARGE BLEND VTSMX Vanguard Total Stock Market Index 94% 3 60 0 0.03% 1.2%
Small Growth VEXRX Vanguard Explore 77% 3 60 0 0.34% 7.97%
LARGE GROWTH VFTNX Vanguard FTSE Social Index,Vanguard Wellington 70% 3 60 0 0.14% 1.09%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index 100% 3 60 0 0.15% 3.9%
ULTRASHORT BOND NVSIX Stable Income 0% 3 60 0 NA 0.64%
Average Expense Ratio: 0.56%
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Model Portfolios

Model portfolios of strategic asset allocation and tactical asset allocation will be displayed once the plan is approved for public use.


Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.3% 9.1% -0.1% 3.0% 4.3% 4.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
This plan consists of 14 funds, some of them are: VWIGX, PRIDX, ABZIX, VBMFX, NVSIX, VTSMX.


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