KP Small Cap Equity Fund
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.
The prices of common stocks may fall over short or extended periods of time. In particular, growth stocks may be susceptible to rapid price swings, especially during periods of economic uncertainty;
Small and medium capitalization stocks may be more volatile than those of larger companies;
The use of leverage by underlying fund managers may accelerate the velocity of potential losses;
The use of derivatives are often more volatile than other investments and magnify the fund's gains or losses.