| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
2
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.68 | 0.02 | 2.66 |
| Stocks | 58.27 | 1.23 | 57.04 |
| Bonds | 16.37 | 0.0 | 16.37 |
| Other | 1.58 | 0.0 | 1.58 |
| Foreign Bonds | 2.45 | 0.44 | 2.01 |
| Foreign Stocks | 20.38 | 0.1 | 20.29 |
| Convertible | 0.02 | 0.0 | 0.02 |
| Preferred | 0.03 | 0.0 | 0.03 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| American Century Growth Inv | 15.53 |
| American Century Vista Inv | 13.52 |
| American Century Intl Growth Inv | 12.43 |
| American Century Equity Growth Inv | 10.02 |
| American Century Diversified Bond Inv | 9.95 |
| American Century Large Co Val Inv | 7.51 |
| American Century Emerging Markets Inv | 6.54 |
| American Century High-Yield Inv | 5.96 |
| American Century Mid Cap Value Inv | 4.81 |
| American Century Core Equity Plus Inv | 4.53 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | AOGIX |
|---|---|
| AAA | 53.7 |
| AA | 2.1 |
| A | 5.99 |
| BBB | 8.36 |
| BB | 10.57 |
| B | 13.98 |
| Below B | 5.3 |
| Other | 0.0 |
