BRIDGEVIEW BANK GROUP
Performance
(as of 9/30/2016)HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 9/30/2016)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Eaton Vance Income Fund of Boston Class R | ERIBX | 32% | 19% | - |
Voya Intermediate Bond Fund Class R6 | IIBZX | 5% | - | - |
Legg Mason BW Global Opportunities Bond Fund Class IS | GOBSX | 6% | - | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | 19% | 35% | 53% |
American Century Mid Cap Value Fund R Class | AMVRX | 11% | 14% | 13% |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | 7% | 10% | 13% |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | 20% | 22% | 21% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2016)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
58%
STOCK
Moderate
80%
STOCK
Aggressive
98%
STOCK