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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 | 6.45 | 0.0 | 6.45 |
| Stocks | 39.35 | 0.0 | 39.35 |
| Bonds | 13.0 | 0.0 | 13.0 |
| Other | 4.07 | 0.0 | 4.07 |
| Foreign Bonds | 1.62 | 0.0 | 1.62 |
| Foreign Stocks | 31.85 | 0.0 | 31.85 |
| Convertible | 0.37 | 0.0 | 0.37 |
| Preferred | 3.29 | 0.0 | 3.29 |
Updated 11.30.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 11.30.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| iShares MSCI EAFE Index | --- | --- | 19.73 |
| Vanguard FTSE Emerging Markets ETF | --- | --- | 8.16 |
| iShares Core S&P Mid-Cap ETF | --- | --- | 3.98 |
| iShares Russell 2000 Index | --- | --- | 3.3 |
| SPDR Gold Shares | --- | --- | 2.24 |
| Market Vectors Gold Miners ETF | --- | --- | 1.74 |
| Apple Inc | AAPL | -16.96 | 1.56 |
| iShares MSCI EMU Index | --- | --- | 1.51 |
| US Treasury Bond 3% | --- | --- | 1.08 |
| Microsoft Corporation | MSFT | 23.36 | 0.97 |
