Ramaker & Associates Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 101.57% | 111.88% | 128.63% |
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) |
+$72,824 (+72.82%) | +$48,808 (+48.81%) | +$26,714 (+26.71%) |
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% |