Federated Investors, Inc. Employees Profit Sharing / 401(K) Plan
Performance
HelpPortfolio Return | 21.10% | 32.98% | 30.55% |
Comparable Target-Date Fund [why this comparison?] |
27.19% Target-Date 2020 |
59.73% Target-Date 2030 |
96.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,090 (-6.09%) | -$26,744 (-26.74%) | -$66,398 (-66.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Federated Max-Cap Index Fund Institutional Shares | FISPX | 19% | 43% | 74% |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | 15% | 5% | - |
Federated Global Allocation Fund Institutional Shares | SBFIX | 43% | 38% | - |
Federated Capital Income Fund Institutional Class | CAPSX | 23% | 7% | - |
Federated Clover Small Value Fund Institutional Shares | VSFIX | - | 7% | 12% |
Federated Kaufmann Large Cap Fund Class R Shares | KLCKX | - | - | 6% |
Federated International Small-Mid Company Fund Institutional Class | ISCIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |