KP Funds - Retirement Path 2030 Fund (KPRDX)
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KP Funds - Retirement Path 2030 Fund
KP Funds
One Freedome Valley Drive
Oaks PA 19456
855-457-3637
Management Information
Gregory C. Allen,Lead Manager since January 9, 2014
Gregory C. Allen, CEO, Chief Research Officer, Co-Portfolio Manager President and Director of Research. As President, Greg is responsible for overseeing Callan's Fund Sponsor Consulting Group, the Trust Advisory Group, and all of the firm's research groups which include: Global Manager Research, Alternative Investment Research, Capital Market Research, Database, Client Report Services, and Operations. Greg is also a member of Callan's Management Committee, the Alternatives Review Committee, and the Client Policy Review Committee. He is also a member of the Investment Committee which has oversight responsibility for all of Callan's discretionary multi-manager solutions.
Greg joined the San Francisco Office of Callan Associates in 1988 as an analyst in the Capital Markets Research Group where he focused on capital market research, quantitative analysis, product development, and asset allocation liability analysis. In 1993, Greg took over the Operations and Capital Markets Research groups. He has managed a wide variety of projects for Callan, including the development of the firm's performance measurement service, the development of Callan's web site and web-based performance reporting capabilities, and the development and launch of Callan's PEP for Windows software. In 2000, Greg was promoted to Manager of Specialty Consulting (Now Director of Research) and in 2007 was promoted to President. Greg is a shareholder with the firm.
Greg earned an M.S. in Applied Economics and a B.A. in Economics (Honors, Phi Beta Kappa) from the University of California at Santa Cruz. He is a frequent speaker on investment related topics, and has numerous publications. These include "Performance Attribution for Global Portfolios" published in the Fall 1991 issue of the Journal of Portfolio Management, "The Active Premium in Small-Cap U.S. Equities" published in the Spring 2005 issue of the Journal of Portfolio Management, and "Does Size Matter?" published in the Spring 2007 issue of the Journal of Portfolio Management.
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
CategoryTarget-Date 2030
Fund FamilyKP Funds
Net Assets1.63B
YTD Return10.27%
Yield2.06%
Morningstar Rating★★★
Inception DateJan 9, 2014
Fund Operations
Last Dividend0.15
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseKPRDXCategory Average
Annual Report Expense Ratio (net)0.40%0.45%
Prospectus Net Expense Ratio0.40%N/A
Prospectus Gross Expense Ratio0.40%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection128N/A
5 Yr Expense Projection224N/A
10 Yr Expense Projection505N/A
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