Federated Investors, Inc. Employees Profit Sharing / 401(K) Plan
Performance
HelpPortfolio Return | 22.92% | 35.09% | 32.75% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$5,824 (-5.82%) | -$27,979 (-27.98%) | -$69,161 (-69.16%) |
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% |