Ramaker & Associates Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 96.25% | 106.29% | 122.60% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
60.31% Target-Date 2030 |
97.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$69,204 (+69.20%) | +$45,982 (+45.98%) | +$24,998 (+25.00%) |
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% |