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cowen and company 401k

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Wells Fargo Common Stock Fund - Class ASCSAXD+U.S. Mid Cap19fund risk1.26%
Wells Fargo Common Stock Fund - Class AdminSCSDXD+U.S. Mid Cap19fund risk1.09%
Royce Pennsylvania Mutual Fund Investment ClassPENNXB+U.S. Small Cap20fund risk0.92%
U.S. Equities - Growth     
Oppenheimer Global Fund Class Fund Class YOGLYXA--U.S. All Cap - Growth18fund risk0.92%
Principal LargeCap Growth Fund I Institutional ClassPLGIXB--U.S. All Cap - Growth19fund risk0.61%
Alger Capital Appreciation Institutional Fund Class IALARXD--U.S. All Cap - Growth21fund risk1.19%
Columbia Acorn Fund Class ALACAXF-U.S. Mid Cap - Growth21fund risk1.07%
Eagle Small Cap Growth Fund Class AHRSCXD--U.S. Small Cap - Growth23fund risk1.1%
U.S. Equities - Value     
Principal Equity Income Fund Institutional ClassPEIIXC++U.S. Large Cap - Value14fund risk0.52%
T. Rowe Price Mid-Cap Value Fund Advisor ClassTAMVXC++U.S. Mid Cap - Value18fund risk1.06%
Heartland Value Plus Fund Investor ClassHRVIXB++U.S. Small Cap - Value22fund risk1.14%
Specialty     
Principal Real Estate Securities Fund Institutional ClassPIREXC++U.S. Real Estate18fund risk0.88%
Global & Intl. Equity     
Permanent Portfolio Permanent Portfolio Class IPRPFXB++International Small Cap11fund risk0.72%
First Eagle Global Fund Class ASGENXC++International Small Cap12fund risk1.13%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXAEmerging Markets15fund risk0.57%
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth16fund risk0.54%
Vanguard International Growth Fund Investor SharesVWIGXBEmerging Markets21fund risk0.48%
PIMCO All Asset Fund Institutional ClassPAAIXA++International Small Cap8fund risk0.07%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Goldman Sachs Short Duration Government Fund Class A SharesGSSDXCBond - U.S. Mortgages1fund risk0.82%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Principal High Yield Fund I Institutional ClassPYHIXB++Bond - U.S. High Yield3fund risk0.65%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Oppenheimer Global Strategic Income Class YOSIYXC+Bond - Emerging Market5fund risk0.69%
Other     
Ramius Hedged Alpha Fund Class IRDRIX Other0fund risk1.4%
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