Ramaker & Associates Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 99.62% | 109.82% | 126.41% |
Comparable Target-Date Fund [why this comparison?] |
26.91% Target-Date 2020 |
59.91% Target-Date 2030 |
96.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$72,705 (+72.71%) | +$49,916 (+49.92%) | +$29,500 (+29.50%) |
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% |