| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.8 | 0.0 | 3.8 |
| Stocks | 57.08 | 0.0 | 57.08 |
| Bonds | 37.0 | 0.0 | 37.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 24.38 | -24.38 |
| Foreign Stocks | 26.5 | 0.0 | 26.5 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| S+p 500 Future Jun13 Xcme 20130620 | 25.82 |
| Us Long Bond(Cbt) Jun13 Xcbt 20130619 | 24.38 |
| US Treasury Bond 4.375% | 2.67 |
| US Treasury Bond 3.75% | 2.62 |
| US Treasury Bond 4.25% | 2.59 |
| US Treasury Bond 4.625% | 2.54 |
| US Treasury Bond 4.375% | 2.4 |
| US Treasury Bond 4.375% | 2.31 |
| US Treasury Bond 4.75% | 2.22 |
| US Treasury Bond 3.875% | 2.16 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | WFALX |
|---|---|
| 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 |
