| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
1
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.13 | 0.17 | 5.97 |
| Stocks | 42.57 | 0.0 | 42.57 |
| Bonds | 11.38 | 0.0 | 11.38 |
| Other | 1.23 | 0.02 | 1.22 |
| Foreign Bonds | 3.98 | 0.0 | 3.98 |
| Foreign Stocks | 31.19 | 0.0 | 31.19 |
| Convertible | 0.12 | 0.0 | 0.12 |
| Preferred | 3.58 | 0.0 | 3.58 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Mutual Shares Z | 33.33 |
| Franklin Income Adv | 33.26 |
| Templeton Growth Adv | 32.78 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | FFAAX |
|---|---|
| AAA | 0.54 |
| AA | 0.0 |
| A | 0.29 |
| BBB | 3.01 |
| BB | 14.8 |
| B | 46.52 |
| Below B | 33.75 |
| Other | 1.07 |
