| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.1 | 0.0 | 5.1 |
| Stocks | 59.07 | 0.0 | 59.07 |
| Bonds | 32.63 | 0.0 | 32.63 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 23.41 | -23.41 |
| Foreign Stocks | 26.6 | 0.0 | 26.6 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| % Net Assets | |
|---|---|
| S+p 500 Index Futures Mar13 Xiom | 25.89 |
| 30yr Us Treasury Bond Futures Jun13 Xcbt | 23.41 |
| US Treasury Bond 4.375% | 2.67 |
| US Treasury Bond 3.75% | 2.61 |
| US Treasury Bond 4.25% | 2.59 |
| US Treasury Bond 4.625% | 2.53 |
| US Treasury Bond 4.375% | 2.39 |
| US Treasury Bond 4.375% | 2.3 |
| US Treasury Bond 4.75% | 2.21 |
| US Treasury Bond 3.875% | 2.15 |
Bond Ratings (%)
Updated 02.28.2013
| Sector | WFAIX |
|---|---|
| AAA | 100.0 |
| AA | 0.0 |
| A | 0.0 |
| BBB | 0.0 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.0 |
