The KP Funds

Managed by  Callan

KP Small Cap Equity Fund

Investment Objective

The fund seeks long-term capital appreciation primarily through investments in a diversified portfolio of small capitalization equity securities.

Investment Strategy

The fund seeks to out-perform the Russell 2000 Index over time by employing a "multi-manager" approach, whereby the fund's advisor, Callan LLC ("Callan"), allocates the fund's assets among a number of experienced sub-advisors with differing investment philosophies and strategies.

The sub-advisors use a combination of fundamental, macroeconomic, and quantitative analysis to identify companies held in the portfolio. No assurances can be made that the fund will achieve its investment goals.

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. Other information may be found in the fund's summary and full prospectuses, which may be obtained by calling (855)4-KPFNDS or on this website. Please read the prospectus carefully.

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.

Only participants in the Kaiser Permanente defined contribution plans can invest in the funds.

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.

Fund Advisor


Fund Administrator

SEI Investments Global Fund Services

Asset Class

Small Cap Equity



Gross Expense Ratio


Net Expense Ratio