Kaiser Permanente 401(k)

Performance

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20112012201320142015201620172018201920200%50%100%150%200%
Aggressive PortfolioTarget-Date 2050
Since: QTD9/30/2020 1 Year5/16/2024 Inception12/30/2010
Portfolio 0.00% 0.00% 0.00%
Target-Date 2050 0.00% 0.00% 0.00%
Difference 0.0% 0.0% 0.0%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help
44%16%37%2%0%0%0%
PORTFOLIO 99%STOCK
SECTORBonds - Credit & Intl.Bonds - U.S. Govt.Alternative AssetsInternational EquitiesU.S. Equities - ValueU.S. Equities - CoreU.S. Equities - Growth
−30%−20%−10%0%10%20%
BIASES(vs. similar risk target date fund)-2 %-8 %0 %-31 %19 %1 %22 %

Risk profile

(as of 9/30/2020) Help

Fund's Risk

11%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)