KP Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return-----0.338.055.01
    Category Average--5.24-1.868.214.71
    Assets for Each Yr*--7.458.4410.0211.02
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.01 5.22 --

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,017 mil $0 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 25.18 0.44 Very Low
    International Stock 4.0 11.22 0.49 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 11.84 0.32 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 22.47 0.33
    Microsoft Corp* Technology 10.49 0.32
    Apple Inc* Technology 24.64 0.29
    JPMorgan Chase & Co* Financial Services 2.67 0.26
    Johnson & Johnson* Healthcare 8.10 0.23
    Facebook Inc A* Technology 28.38 0.23
    Alphabet Inc A* Technology 12.49 0.21
    Wells Fargo & Co* Financial Services -0.53 0.18
    Exxon Mobil Corp* Energy -9.14 0.17
    Philip Morris International Inc* Consumer Defensive 21.58 0.17
    The Priceline Group Inc* Consumer Cyclical 25.22 0.16
    Alphabet Inc C* Technology 13.27 0.15
    Procter & Gamble Co* Consumer Defensive 5.91 0.13
    Pfizer Inc* Healthcare 5.23 0.13
    Verizon Communications Inc* Communication Services -10.41 0.13
    Visa Inc Class A* Financial Services 17.62 0.13
    Boeing Co* Industrials 18.60 0.13
    UnitedHealth Group Inc* Healthcare 9.51 0.13
    Citigroup Inc* Financial Services 0.47 0.12
    Merck & Co Inc* Healthcare 7.10 0.12

    Best 5-Year Relative Performance | More
    04-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    04-27-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    KP Retirement Path 2 Gregory C. Allen 3.00
    KP Retirement Path 2 Gregory C. Allen 3.00
    KP Retirement Path 2 Gregory C. Allen 3.00
    KP Retirement Path 2 Gregory C. Allen 3.00
    KP Retirement Path 2 Gregory C. Allen 3.00

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    KP Large Cap Equity Gregory C. Allen 2.00
    KP International Equ Gregory C. Allen 2.20
    KP Fixed Income Inst Gregory C. Allen 2.70
    KP Small Cap Equity Gregory C. Allen 2.80
    KP Retirement Path 2 Gregory C. Allen 3.00