| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.56 | 0.77 | 1.79 |
| Stocks | 51.25 | 0.0 | 51.25 |
| Bonds | 17.99 | 0.0 | 17.99 |
| Other | 2.16 | 0.0 | 2.16 |
| Foreign Bonds | 4.76 | 0.0 | 4.76 |
| Foreign Stocks | 21.69 | 0.0 | 21.69 |
| Convertible | 0.2 | 0.0 | 0.2 |
| Preferred | 0.15 | 0.0 | 0.15 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Lord Abbett Mid Cap Stock I | 22.06 |
| Lord Abbett Intl Dividend Inc I | 21.08 |
| Lord Abbett High Yield I | 18.08 |
| Lord Abbett Classic Stock I | 10.08 |
| Lord Abbett Calibrated Large Cap Value I | 6.73 |
| Lord Abbett Calibrated Mid Cap Val I | 6.01 |
| Lord Abbett Short Duration Income I | 5.06 |
| Lord Abbett Affiliated I | 4.64 |
| Lord Abbett Value Opportunities I | 4.02 |
| Lord Abbett Core Fixed Income I | 2.04 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LWSAX |
|---|---|
| AAA | 13.59 |
| AA | 0.78 |
| A | 2.47 |
| BBB | 9.8 |
| BB | 24.26 |
| B | 34.77 |
| Below B | 11.49 |
| Other | 2.83 |
