Kaiser 401k
Kaiser 401k
40/60
40% Equity
U.S. Large-Cap Blend
5% Vanguard Institutional Total Stock Market Index Trust
U.S. Small-Cap Blend
15% KP Small Cap Equity Fund
International Large-Cap Growth
20% Vanguard International Growth Fund
60% Fixed Income
Intermediate-Term Bond
60% Vanguard Institutional Total Bond Market Index Trust
60/40
60% Equity
U.S. Large-Cap Blend
7.5% Vanguard Institutional Total Stock Market Index Trust
U.S. Small-Cap Blend
22.5% KP Small Cap Equity Fund
International Large-Cap Growth
30% Vanguard International Growth Fund
40% Fixed Income
Intermediate-Term Bond
40% Vanguard Institutional Total Bond Market Index Trust
80/20
80% Equity
U.S. Large-Cap Blend
10% Vanguard Institutional Total Stock Market Index Trust
U.S. Small-Cap Blend
30% KP Small Cap Equity Fund
International Large-Cap Growth
40% Vanguard International Growth Fund
20% Fixed Income
Intermediate-Term Bond
20% Vanguard Institutional Total Bond Market Index Trust
The following asset classes are missing from this portfolio:
Int'l Small-Cap Growth
Int'l Small-Cap Value
U.S. REITS
Int'l REITS
TIPS
You should try to invest in as many of these asset classes as possible through IRA or individual taxable accounts to arrive at a portfolio that comes close to the chart below: