The KP Funds

Managed by  Callan

About the KP Core Funds

The KP Core Funds (also called "KP Asset Class Funds") form the core building blocks for the KP Retirement Path Funds. Each of the four funds is dedicated to a specific broad asset class including: Large Cap Equity, Small Cap Equity, International Equity, and Fixed Income. Only the KP Small Cap Equity Fund is available for direct investment.

All of these funds use a "multi-manager" approach, where the fund's assets are allocated across a number of experienced "sub-advisors." Each sub-advisor employs a different investment philosophy which contributes to the overall diversification of the Fund. The sub-advisors are carefully selected by the Fund's advisor based on a number of important factors. These include: past performance; the Adviser's confidence in their investment process; the robustness of their investment and operations platforms; and the Advisor's view on their prospective contribution to overall Fund performance.
Explore the Fund Lineup

The KP Core Funds serve as core building blocks for the KP Retirement Path Funds. Only the KP Small Cap Equity Fund is available for direct investment.

The KP Core Funds are mutual funds. They are part of The KP Funds Series Trust, an open-end management investment company that offers shares of diversified portfolios. The funds are advised by Callan LLC, a registered investment advisor. They are administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co., which are not affiliated with Callan.

There can be no assurance that a Fund will achieve its stated objectives. Diversification is not guaranteed to protect against market loss.

Investing involves risk including loss of principal. Bond and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Mortgage-backed securities are subject to pre-payment and extension risk and therefore react differently to changes in interest rates than other bonds. Small movements in interest rates may quickly and significantly reduce the value of certain mortgage-backed securities. Non-investment grade bonds involve greater risks of default and are more volatile than investment grade securities, due to the speculative nature of the investment. International investments involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. These risks are heightened when investing in emerging markets or in a single state.

Currency risk is the risk that foreign currencies will decline in value relative to the U.S. dollar or, in the case of hedging positions, that the U.S. dollar will decline in value relative to the currency hedged. In either event, the dollar value of an investment in the Underlying Fund would be adversely affected. The use of leverage by the fund managers may accelerate the velocity of potential losses. Furthermore, the use of derivatives are often more volatile than other investments and magnify the Fund's gains or losses.