KP Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return-----0.338.054.21
    Category Average--5.24-1.868.213.99
    Assets for Each Yr*--7.458.4410.0210.81
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.21 4.87 --

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,812 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 25.30 0.44 Very Low
    International Stock 4.0 10.96 0.49 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 11.98 0.32 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-23-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 13.00 0.33
    Microsoft Corp* Technology 5.02 0.32
    Apple Inc* Technology 22.16 0.29
    JPMorgan Chase & Co* Financial Services 1.83 0.26
    Johnson & Johnson* Healthcare 9.97 0.23
    Facebook Inc A* Technology 21.28 0.23
    Alphabet Inc A* Technology 5.96 0.21
    Wells Fargo & Co* Financial Services 0.94 0.18
    Exxon Mobil Corp* Energy -8.48 0.17
    Philip Morris International Inc* Consumer Defensive 24.59 0.17
    The Priceline Group Inc* Consumer Cyclical 19.25 0.16
    Alphabet Inc C* Technology 5.93 0.15
    Procter & Gamble Co* Consumer Defensive 8.75 0.13
    Pfizer Inc* Healthcare 6.56 0.13
    Verizon Communications Inc* Communication Services -5.92 0.13
    Visa Inc Class A* Financial Services 14.11 0.13
    Boeing Co* Industrials 14.77 0.13
    UnitedHealth Group Inc* Healthcare 3.67 0.13
    Citigroup Inc* Financial Services -2.05 0.12
    Merck & Co Inc* Healthcare 8.29 0.12

    Best 5-Year Relative Performance | More
    03-23-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    03-23-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    03-23-17

    Highest Expenses | More
    03-23-17

    Longest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    KP Retirement Path 2 Gregory C. Allen 2.90
    KP Retirement Path 2 Gregory C. Allen 2.90
    KP Retirement Path 2 Gregory C. Allen 2.90
    KP Retirement Path 2 Gregory C. Allen 2.90
    KP Retirement Path 2 Gregory C. Allen 2.90

    Shortest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    KP Large Cap Equity Gregory C. Allen 2.10
    KP Fixed Income Inst Gregory C. Allen 2.60
    KP Small Cap Equity Gregory C. Allen 2.70
    KP International Equ Gregory C. Allen 2.80
    KP Retirement Path 2 Gregory C. Allen 2.90