The KP Funds - KP Large Cap Equity Fund (KPLCX)
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The KP Funds - KP Large Cap Equity Fund
KP Funds
One Freedome Valley Drive
Oaks PA 19456
855-457-3637
Management Information
Nevin P. Chitkara,Lead Manager since January 9, 2014
Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios.
Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyKP Funds
Net Assets3.6B
YTD Return15.75%
Yield1.17%
Morningstar Rating★★★★
Inception DateJan 9, 2014
Fund Operations
Last Dividend0.14
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseKPLCXCategory Average
Annual Report Expense Ratio (net)0.30%0.78%
Prospectus Net Expense Ratio0.30%N/A
Prospectus Gross Expense Ratio0.30%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection97N/A
5 Yr Expense Projection169N/A
10 Yr Expense Projection381N/A
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