| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
2
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.85 | 0.0 | 7.85 |
| Stocks | 56.78 | 0.0 | 56.78 |
| Bonds | 12.08 | 0.0 | 12.08 |
| Other | 0.02 | 0.0 | 0.02 |
| Foreign Bonds | 1.76 | 0.02 | 1.74 |
| Foreign Stocks | 21.53 | 0.0 | 21.53 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| % Net Assets | |
|---|---|
| Schwab S&P 500 Index | 40.21 |
| Schwab Small Cap Index | 20.2 |
| Schwab International Index | 20.13 |
| Schwab Total Bond Market | 14.52 |
Bond Ratings (%)
Updated 01.31.2013
| Sector | SWHGX |
|---|---|
| AAA | 75.45 |
| AA | 3.36 |
| A | 9.1 |
| BBB | 10.8 |
| BB | 0.28 |
| B | 0.08 |
| Below B | 0.0 |
| Other | 0.93 |
