Ramaker & Associates Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 97.23% | 107.32% | 123.71% |
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) |
+$70,322 (+70.32%) | +$47,411 (+47.41%) | +$26,797 (+26.80%) |
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% |