The KP Retirement Path Funds

The KP Retirement Path Funds provide you with an all-in-one investment strategy to help you manage your retirement savings. Each of these 11 mutual funds is designed with a specific retirement date in mind. You simply choose the fund that best aligns with the year you turn 65 and then save appropriately.

The table below is designed to provide a high level overview of the current asset allocation for each of the 11 KP Retirement Path Funds. Keep in mind that this asset allocation will change over time, becoming more conservative as the fund approaches its target date.

Fund Asset Allocation
FundEquityReal AssetsFixed IncomeOverall Risk Level
206585.5%4.5%9.9%Moderate-Aggressive
206085.5%4.6%9.9%Moderate-Aggressive
205585.5%4.6%9.9%Moderate-Aggressive
205083.9%4.6%11.5%Moderate-Aggressive
204581.2%5.4%13.4%Moderate-Aggressive
204076.8%7.2%16.0%Moderate-Aggressive
203569.5%9.1%21.4%Moderate-Aggressive
203060.1%11.9%28.0%Moderate
202549.4%14.0%36.6%Moderate
202038.3%16.2%45.5%Moderate
Retirement Income30.8%17.5%51.7%Conservative-Moderate
Fund Asset Allocation
Equity
85.5%
Real Assets
4.5%
Fixed Income
9.9%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
85.5%
Real Assets
4.6%
Fixed Income
9.9%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
85.5%
Real Assets
4.6%
Fixed Income
9.9%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
83.9%
Real Assets
4.6%
Fixed Income
11.5%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
81.2%
Real Assets
5.4%
Fixed Income
13.4%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
76.8%
Real Assets
7.2%
Fixed Income
16.0%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
69.5%
Real Assets
9.1%
Fixed Income
21.4%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
60.1%
Real Assets
11.9%
Fixed Income
28.0%
Overall Risk Level
Moderate
Fund Asset Allocation
Equity
49.4%
Real Assets
14.0%
Fixed Income
36.6%
Overall Risk Level
Moderate
Fund Asset Allocation
Equity
38.3%
Real Assets
16.2%
Fixed Income
45.5%
Overall Risk Level
Moderate
Fund Asset Allocation
Equity
30.8%
Real Assets
17.5%
Fixed Income
51.7%
Overall Risk Level
Conservative-Moderate

SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the KP Funds. Check the background of SIDCO on FINRA’s BrokerCheck.