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Kp Retirement Path 2025 Fund Institutional Shares (KPRCX)

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KP Retirement Path 2025 Institutional historical data, for real-time data please try another search
8.15 0.00    -0.04%
15/12 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.46B
KP Retirement Path 2025 Institutional 8.15 0.00 -0.04%

KPRCX Overview

 
On this page you'll find an in-depth profile of Kp Retirement Path 2025 Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of KPRCX among other information.
Category

Target-Date 2025

Total Assets

1.46B

Expenses

0.06%

Inception Date

41649

Contact Information

Address One Freedome Valley Drive
OAKS,PA 19456
United States
Phone -

Top Executives

Name Title Since Until
Mark Andersen Senior Vice President 2018 Now
Biography Mark Andersen, is a Senior Vice President and Co-Portfolio Manager of Callan LLC. Mr. Andersen has been with the Adviser for 11 years.
Ivan (Butch) Cliff Portfolio Manager 2014 Now
Biography Ivan "Butch" Cliff, CFA, is an Executive Vice President and Director of Investment Research and Co-Portfolio Manager of the Adviser. Mr. Cliff has been with the Callan Associates Inc for 25 years and has 30 years of investment industry experience.
Gregory C. Allen CEO 2014 Now
Biography 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.
Kelly S. Cliff President 2014 2014
Biography Kelly S. Cliff has been the President, Investment Franchises of Victory since 2014. Prior to joining Victory, Mr. Cliff spent 22 years with Callan Associates, most recently serving as the chief investment officer of public markets and co-lead of the Global Manager Research Group. Mr. Cliff is a CFA and CAIA charterholder.
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