Kaiser Permanente 401(k)

NAME TICKER ACTION DATE REMOVE
Vanguard Total Stock Market Index Fund Institutional Shares VITSX was removed by billc.ii 4/7/2016 9:05:52 AM
Alger Capital Appreciation Fund Class Z ACAZX was added by billc.ii 4/7/2016 9:05:14 AM
Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX was removed by tdpl 3/2/2015 7:41:16 PM
Vanguard LifeStrategy Income Fund Investor Shares VASIX was removed by tdpl 3/2/2015 7:41:08 PM
Vanguard LifeStrategy Conservative Growth Fund Investor Shares VSCGX was removed by tdpl 3/2/2015 7:41:01 PM
Vanguard LifeStrategy Growth Fund Investor Shares VASGX was removed by jbj2020 7/10/2014 6:52:13 PM
Vanguard LifeStrategy Growth Fund Investor Shares VASGX was added by Kivalia 11/30/2012 12:26:24 PM
Vanguard Value Index Fund Institutional Shares VIVIX was added by Kivalia 11/30/2012 12:26:16 PM
Vanguard Total Stock Market Index Fund Institutional Shares VITSX was added by Kivalia 11/30/2012 12:26:10 PM
Vanguard LifeStrategy Conservative Growth Fund Investor Shares VSCGX was added by Kivalia 11/30/2012 12:26:02 PM
Vanguard LifeStrategy Income Fund Investor Shares VASIX was added by Kivalia 11/30/2012 12:25:52 PM
Vanguard PRIMECAP Fund Admiral Shares VPMAX was added by Kivalia 11/30/2012 12:25:44 PM
Vanguard FTSE Social Index Fund Institutional Shares VFTNX was added by Kivalia 11/30/2012 12:25:34 PM
Vanguard Total Bond Market Index Fund Institutional Shares VBTIX was added by Kivalia 11/30/2012 12:25:25 PM
Vanguard International Growth Fund Admiral Shares VWILX was added by Kivalia 11/30/2012 12:25:17 PM
Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX was added by Kivalia 11/30/2012 12:25:08 PM
T. Rowe Price International Discovery Fund PRIDX was added by Kivalia 11/30/2012 12:24:58 PM
Vanguard Explorer Fund Admiral Shares VEXRX was added by Kivalia 11/30/2012 12:24:43 PM
Alger Capital Appreciation Institutional Fund Class I ALARX was added by Kivalia 11/30/2012 12:24:31 PM
Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX was added by Kivalia 11/30/2012 12:24:22 PM
US Cash / Money Market USCASH was added by Kivalia 11/30/2012 12:24:06 PM
Vanguard LifeStrategy Growth Fund Investor Shares VASGX was removed by tdpl 11/30/2012 9:47:00 AM
Vanguard Value Index Fund Institutional Shares VIVIX was removed by tdpl 11/30/2012 9:46:58 AM
Vanguard Total Stock Market Index Fund Institutional Shares VITSX was removed by tdpl 11/30/2012 9:46:54 AM
Vanguard LifeStrategy Conservative Growth Fund Investor Shares VSCGX was removed by tdpl 11/30/2012 9:46:51 AM
Vanguard LifeStrategy Income Fund Investor Shares VASIX was removed by tdpl 11/30/2012 9:46:49 AM
Vanguard PRIMECAP Fund Admiral Shares VPMAX was removed by tdpl 11/30/2012 9:46:46 AM
Vanguard FTSE Social Index Fund Institutional Shares VFTNX was removed by tdpl 11/30/2012 9:46:43 AM
Vanguard Total Bond Market Index Fund Institutional Shares VBTIX was removed by tdpl 11/30/2012 9:46:40 AM
Vanguard International Growth Fund Admiral Shares VWILX was removed by tdpl 11/30/2012 9:46:37 AM
Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX was removed by tdpl 11/30/2012 9:46:34 AM
T. Rowe Price International Discovery Fund PRIDX was removed by tdpl 11/30/2012 9:46:31 AM
Vanguard Explorer Fund Admiral Shares VEXRX was removed by tdpl 11/30/2012 9:46:28 AM
Alger Capital Appreciation Institutional Fund Class I ALARX was removed by tdpl 11/30/2012 9:46:23 AM
Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX was removed by tdpl 11/30/2012 9:46:20 AM
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares VITPX was removed by tdpl 11/30/2012 9:46:17 AM
US Cash / Money Market USCASH was removed by tdpl 11/30/2012 9:46:15 AM
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares VITPX was added by tdpl 11/30/2012 9:20:08 AM
Vanguard Total Bond Market Index Fund Institutional Plus Shares VBMPX was added by jbj2020 10/4/2012 10:15:15 PM
Janus Forty Fund Class I JCAPX was removed by jbj2020 4/10/2012 4:57:18 PM
Vanguard LifeStrategy Income Fund Investor Shares VASIX was added by kivalia 2/12/2012 9:38:50 PM
Alger Capital Appreciation Institutional Fund Class I ALARX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard Explorer Fund Admiral Shares VEXRX was added by kivalia 2/12/2012 9:38:50 PM
T. Rowe Price International Discovery Fund PRIDX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard Value Index Fund Institutional Shares VIVIX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard Total Stock Market Index Fund Institutional Shares VITSX was added by kivalia 2/12/2012 9:38:50 PM
Janus Forty Fund Class I JCAPX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard LifeStrategy Conservative Growth Fund Investor Shares VSCGX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard International Growth Fund Admiral Shares VWILX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard PRIMECAP Fund Admiral Shares VPMAX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard FTSE Social Index Fund Institutional Shares VFTNX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard Total Bond Market Index Fund Institutional Shares VBTIX was added by kivalia 2/12/2012 9:38:50 PM
Vanguard LifeStrategy Growth Fund Investor Shares VASGX was added by kivalia 2/12/2012 9:38:49 PM
Vanguard Wellington Fund Investor Shares VWELX was added by kivalia 2/12/2012 9:38:49 PM
US Cash / Money Market USCASH was added by kivalia 2/12/2012 9:38:49 PM

COMMENTS

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hokirob2/13/2012 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.
jbj20207/7/2014 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.
jbj20207/7/2014 8:15:57 PM I would add them, but not in your data base. KPRAX, KPRBX, KPRCX...KPRJX for target dates from 2015 - 2060.