Ramaker & Associates Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 99.00% | 109.18% | 125.71% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
60.26% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$71,953 (+71.95%) | +$48,917 (+48.92%) | +$25,831 (+25.83%) |
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% |