| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
2
5
5
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 11.78 | 0.0 | 11.78 |
| Stocks | 37.6 | 0.55 | 37.05 |
| Bonds | 32.4 | 0.0 | 32.4 |
| Other | 0.8 | 0.0 | 0.8 |
| Foreign Bonds | 11.71 | 0.86 | 10.84 |
| Foreign Stocks | 7.18 | 0.04 | 7.14 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| American Century Diversified Bond Inv | 29.88 |
| American Century Large Co Val Inv | 10.01 |
| American Century Infl-Adj Bond Inv | 8.96 |
| American Century International Bd Inv | 7.97 |
| American Century Equity Growth Inv | 7.02 |
| American Century Mid Cap Value Inv | 6.82 |
| American Century Intl Growth Inv | 5.99 |
| American Century Growth Inv | 5.78 |
| American Century Vista Inv | 4.02 |
| American Century Core Equity Plus Inv | 2.02 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | AOCIX |
|---|---|
| AAA | 72.17 |
| AA | 8.49 |
| A | 7.56 |
| BBB | 9.34 |
| BB | 1.52 |
| B | 0.33 |
| Below B | 0.59 |
| Other | 0.0 |
