Benchmark Performance & Data Sources
- Individual BKS Investment Services accounts performance should be compared to conservative, moderate, or aggressive Morningstar asset allocation benchmarks according to individual risk tolerance. See data sources below.
- General Stock Market Data: Wall Street Journal.
- Bond Market Data: Wall Street Journal.
- Additional Bond Market Data: Bloomberg.
- Mutual Fund Data: Morningstar.
- Earnings Data: Standar & Poor's.