cowen and company 401k
Performance
HelpPortfolio Return | 46.35% | 71.99% | 100.79% |
Comparable Target-Date Fund [why this comparison?] |
47.37% Target-Date 2020 |
91.59% Target-Date 2030 |
142.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,022 (-1.02%) | -$19,606 (-19.61%) | -$41,553 (-41.55%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Alger Capital Appreciation Institutional Fund Class I | ALARX | 14% | 17% | 24% |
First Eagle Global Fund Class A | SGENX | 29% | 36% | - |
Goldman Sachs Short Duration Government Fund Class A Shares | GSSDX | 10% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 17% | - | - |
Principal LargeCap Growth Fund I Institutional Class | PLGIX | 6% | 16% | 23% |
Principal High Yield Fund I Institutional Class | PYHIX | 10% | 12% | - |
T. Rowe Price Mid-Cap Value Fund Advisor Class | TAMVX | 14% | 19% | 29% |
Principal Equity Income Fund Institutional Class | PEIIX | - | - | 24% |
Total Portfolio | 100% | 100% | 100% |