| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
5
5
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 26.35 | 0.09 | 26.26 |
| Stocks | 24.23 | 0.27 | 23.96 |
| Bonds | 35.59 | 0.0 | 35.59 |
| Other | 0.74 | 0.01 | 0.73 |
| Foreign Bonds | 12.48 | 0.0 | 12.48 |
| Foreign Stocks | 1.02 | 0.03 | 0.99 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| American Century Diversified Bond Inv | 31.99 |
| American Century International Bd Inv | 9.93 |
| American Century Infl-Adj Bond Inv | 9.9 |
| American Century Large Co Val Inv | 7.04 |
| American Century Mid Cap Value Inv | 5.03 |
| American Century Equity Growth Inv | 4.04 |
| American Century Growth Inv | 3.55 |
| American Century Real Estate Inv | 2.04 |
| American Century Vista Inv | 1.54 |
| American Century Small Company Inv | 1.05 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | AONIX |
|---|---|
| AAA | 73.35 |
| AA | 8.24 |
| A | 7.32 |
| BBB | 8.96 |
| BB | 1.35 |
| B | 0.56 |
| Below B | 0.22 |
| Other | 0.0 |
