Kaiser Permanente Tax Sheltered Annuity Plan (TSA)
Performance
HelpPortfolio Return | 72.95% | 178.97% | 246.45% |
Comparable Target-Date Fund [why this comparison?] |
68.53% Target-Date 2020 |
125.03% Target-Date 2030 |
189.18% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,421 (+4.42%) | +$53,944 (+53.94%) | +$57,274 (+57.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
KP Retirement Path 2015 Institutional | 16% | - | - | |
KP Retirement Path 2025 Institutional | 25% | 15% | - | |
KP Retirement Path 2030 Institutional | 16% | 7% | - | |
Vanguard Value Index Fund Institutional Shares | VIVIX | 13% | 14% | 22% |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 8% | 8% | 13% |
T. Rowe Price International Discovery Fund | PRIDX | 7% | 7% | 6% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 15% | 8% | - |
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | VITPX | - | 22% | 51% |
KP Retirement Path 2045 Institutional | - | 9% | - | |
KP Retirement Path 2060 Institutional | - | 10% | - | |
Vanguard Explorer Fund Admiral Shares | VEXRX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |