Ramaker & Associates Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 107.38% | 117.98% | 135.21% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$76,557 (+76.56%) | +$51,391 (+51.39%) | +$27,604 (+27.60%) |
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% |