KP Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return---0.338.0517.96--
    Category Average5.24-1.868.2116.671.85
    Assets for Each Yr*7.458.4410.0213.2613.26
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 17.96 8.31 --

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $13,261 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.4 25.08 0.44 Very Low
    International Stock 4.0 11.08 0.49 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 11.93 0.32 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 5.93 0.48
    Amazon.com Inc* Consumer Cyclical 10.59 0.39
    Microsoft Corp* Technology 5.33 0.37
    Facebook Inc A* Technology 1.89 0.30
    JPMorgan Chase & Co* Financial Services 6.43 0.29
    Alphabet Inc A* Technology 7.84 0.26
    Johnson & Johnson* Healthcare 5.15 0.25
    Philip Morris International Inc* Consumer Defensive -0.55 0.23
    Boeing Co* Industrials 15.34 0.20
    Wells Fargo & Co* Financial Services 5.41 0.19
    Alphabet Inc C* Technology 7.97 0.18
    UnitedHealth Group Inc* Healthcare 10.30 0.18
    The Priceline Group Inc* Consumer Cyclical 10.87 0.18
    Exxon Mobil Corp* Energy 4.53 0.16
    Visa Inc Class A* Financial Services 7.97 0.16
    Pfizer Inc* Healthcare 2.13 0.15
    Merck & Co Inc* Healthcare 8.64 0.15
    Citigroup Inc* Financial Services 4.00 0.15
    Bank of America Corporation* Financial Services 6.64 0.14
    Procter & Gamble Co* Consumer Defensive -1.10 0.14

    Best 5-Year Relative Performance | More
    01-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    01-18-18

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    KP Retirement Path 2 Gregory C. Allen 3.70
    KP Retirement Path 2 Gregory C. Allen 3.70
    KP Retirement Path 2 Gregory C. Allen 3.70
    KP Retirement Path 2 Gregory C. Allen 3.70
    KP Retirement Path 2 Gregory C. Allen 3.70

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    KP Large Cap Equity Gregory C. Allen 2.70
    KP International Equ Gregory C. Allen 2.90
    KP Fixed Income Inst Gregory C. Allen 3.30
    KP Small Cap Equity Gregory C. Allen 3.40
    KP Retirement Path 2 Gregory C. Allen 3.70