Dividends in Bivio reports

Stuart Weissman on

Does the Investment Performance Report and/or the Performance Benchmark Report account for dividends collected in the portfolio holdings during the time period selected?

Stuart Weissman, MLIC

Laurie Frederiksen on

Hi Stuart,

Yes. Dividends are included in the calculations for both reports.

Laurie Frederiksen
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On Tue, Aug 11, 2015 at 10:41 AM, Stuart Weissman <stuart.weissman@gmail.com> wrote:

Does the Investment Performance Report and/or the Performance Benchmark Report account for dividends collected in the portfolio holdings during the time period selected?

Stuart Weissman, MLIC

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