| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.73 | 0.0 | 2.73 |
| Stocks | 68.17 | 0.0 | 68.17 |
| Bonds | 7.77 | 0.0 | 7.77 |
| Other | 0.37 | 0.0 | 0.37 |
| Foreign Bonds | 2.17 | 0.0 | 2.17 |
| Foreign Stocks | 14.31 | 0.0 | 14.31 |
| Convertible | 2.01 | 0.0 | 2.01 |
| Preferred | 2.46 | 0.0 | 2.46 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Vanguard Growth ETF | 8.5 |
| Vanguard Value ETF | 8.47 |
| iShares Russell 1000 Growth Index | 8.24 |
| iShares Russell 1000 Value Index | 7.34 |
| iShares MSCI EAFE Index | 6.75 |
| iShares Cohen & Steers Realty Majors | 5.77 |
| iShares Russell 2000 Growth Index | 5.48 |
| iShares MSCI Emerging Markets Index | 4.71 |
| iShares Russell 2000 Value Index | 4.69 |
| iShares Russell Midcap Growth Index | 4.59 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | SDEAX |
|---|---|
| AAA | 33.67 |
| AA | 5.21 |
| A | 16.21 |
| BBB | 22.1 |
| BB | 7.85 |
| B | 8.49 |
| Below B | 1.87 |
| Other | 4.61 |
