| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.1 | 0.38 | 3.72 |
| Stocks | 68.31 | 0.0 | 68.31 |
| Bonds | 12.35 | 0.0 | 12.35 |
| Other | 0.63 | 0.0 | 0.63 |
| Foreign Bonds | 3.64 | 0.0 | 3.64 |
| Foreign Stocks | 11.08 | 0.0 | 11.08 |
| Convertible | 0.03 | 0.0 | 0.03 |
| Preferred | 0.24 | 0.0 | 0.24 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| SEI Instl Mgd US Managed Volatility A | 46.48 |
| SEI Instl Mgd Tax-Managed Large Cap A | 18.1 |
| SEI Instl Mgd High-Yield Bond A | 17.76 |
| SEI Instl Mgd Real Estate A | 9.04 |
| SEI Instl Intl Tr International Equity A | 9.0 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | SXMAX |
|---|---|
| AAA | 0.73 |
| AA | 5.59 |
| A | 0.97 |
| BBB | 4.26 |
| BB | 23.69 |
| B | 47.63 |
| Below B | 15.47 |
| Other | 1.66 |
