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
206584.8%4.8%10.4%Moderate-Aggressive
206084.8%4.8%10.4%Moderate-Aggressive
205584.8%4.8%10.4%Moderate-Aggressive
205083.1%4.8%12.1%Moderate-Aggressive
204580.3%5.7%14.0%Moderate-Aggressive
204075.7%7.5%16.8%Moderate-Aggressive
203568.2%9.5%22.3%Moderate-Aggressive
203058.6%12.3%29.1%Moderate
202547.8%14.4%37.8%Moderate
202036.6%16.5%46.8%Moderate
Retirement Income29.4%17.8%52.9%Conservative-Moderate
Fund Asset Allocation
Equity
84.8%
Real Assets
4.8%
Fixed Income
10.4%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
84.8%
Real Assets
4.8%
Fixed Income
10.4%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
84.8%
Real Assets
4.8%
Fixed Income
10.4%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
83.1%
Real Assets
4.8%
Fixed Income
12.1%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
80.3%
Real Assets
5.7%
Fixed Income
14.0%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
75.7%
Real Assets
7.5%
Fixed Income
16.8%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
68.2%
Real Assets
9.5%
Fixed Income
22.3%
Overall Risk Level
Moderate-Aggressive
Fund Asset Allocation
Equity
58.6%
Real Assets
12.3%
Fixed Income
29.1%
Overall Risk Level
Moderate
Fund Asset Allocation
Equity
47.8%
Real Assets
14.4%
Fixed Income
37.8%
Overall Risk Level
Moderate
Fund Asset Allocation
Equity
36.6%
Real Assets
16.5%
Fixed Income
46.8%
Overall Risk Level
Moderate
Fund Asset Allocation
Equity
29.4%
Real Assets
17.8%
Fixed Income
52.9%
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.