KSP – Foundations 50 50 (S:0P0001JP60)
17.24
+0.09
(+0.52%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 07, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core S&P 500 ETF | 28.65% | 661.86 | 0.44% |
| iShares Core Universal USD Bond Market ETF | 11.75% | 46.11 | -0.15% |
| iShares Core MSCI EAFE ETF | 10.50% | 91.89 | 0.53% |
| Vanguard Short-Term Corporate Bond Idx Fd ETF | 10.34% | 79.03 | -0.09% |
| Vanguard Mortgage-Backed Secs Idx Fund ETF | 9.40% | 46.80 | -0.28% |
| Vanguard Intermediate-Term Corp Bond Idx Fund ETF | 7.05% | 82.60 | -0.17% |
| iShares Core MSCI Emerging Markets ETF | 4.50% | 70.14 | 0.83% |
| Vanguard Long-Term Treasury Index Fund ETF | 3.76% | 55.30 | -0.13% |
| iShares Core S&P Mid-Cap ETF | 3.18% | 68.46 | 0.41% |
| iShares Core S&P Small-Cap ETF | 3.18% | 126.11 | 0.54% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |