H.W. Kaufman Financial Group Retirement Savings Plan

Performance

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Since: QTD9/30/2020 1 Year9/15/2020 Inception3/30/2015
Portfolio 35.78% 34.07% 130.57%
Target-Date 2050 29.46% 27.61% 93.27%
Difference +6.32% +6.46% +37.30%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help

Risk profile

(as of 9/30/2020) Help

Fund's Risk

11%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)