| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 12.93 | 0.0 | 12.93 |
| Stocks | 47.66 | 0.0 | 47.66 |
| Bonds | 8.4 | 0.0 | 8.4 |
| Other | 0.51 | 0.0 | 0.51 |
| Foreign Bonds | 2.81 | 0.0 | 2.81 |
| Foreign Stocks | 27.5 | 0.0 | 27.5 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.19 | 0.0 | 0.19 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| Vanguard FTSE All-World ex-US ETF | 15.2 |
| iShares S&P 500 Growth Index | 11.66 |
| iShares Core S&P Small-Cap ETF | 11.62 |
| iShares Core S&P Mid-Cap ETF | 10.72 |
| iShares S&P 500 Value Index | 8.98 |
| iShares iBoxx $ High Yield Corporate Bd | 3.55 |
| iShares Barclays TIPS Bond | 3.53 |
| SPDR S&P Global Natural Resources | 2.68 |
| SPDR Dow Jones Intl Real Estate | 2.68 |
| Vanguard FTSE Emerging Markets ETF | 2.68 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | |
|---|---|
| AAA | 18.98 |
| AA | 33.59 |
| A | 3.92 |
| BBB | 12.58 |
| BB | 13.46 |
| B | 12.53 |
| Below B | 3.68 |
| Other | 1.25 |
