Ramaker & Associates Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 99.49% | 109.69% | 126.27% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$72,159 (+72.16%) | +$48,807 (+48.81%) | +$27,377 (+27.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Deutsche Core Equity Fund Class A | SUWAX | 100% | 100% | 100% |
Total Portfolio | 100% | 100% | 100% |