| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.39 | 0.0 | 3.39 |
| Stocks | 31.38 | 0.0 | 31.38 |
| Bonds | 38.32 | 0.0 | 38.32 |
| Other | 0.76 | 0.0 | 0.76 |
| Foreign Bonds | 8.06 | 0.0 | 8.06 |
| Foreign Stocks | 17.96 | 0.0 | 17.96 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.13 | 0.0 | 0.13 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| iShares Barclays TIPS Bond | 9.87 |
| iShares S&P 500 Value Index | 9.04 |
| Vanguard FTSE All-World ex-US ETF | 8.0 |
| iShares S&P 500 Growth Index | 7.02 |
| FlexShares iBoxx 3Yr Target Dur TIPS ETF | 6.93 |
| iShares Barclays 3-7 Year Treasury Bond | 6.92 |
| iShares iBoxx $ Invest Grade Corp Bond | 6.91 |
| iShares Core S&P Mid-Cap ETF | 5.99 |
| iShares iBoxx $ High Yield Corporate Bd | 4.96 |
| iShares Core S&P Small-Cap ETF | 4.0 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | |
|---|---|
| AAA | 18.93 |
| AA | 45.78 |
| A | 9.97 |
| BBB | 8.38 |
| BB | 7.28 |
| B | 6.57 |
| Below B | 1.8 |
| Other | 1.28 |
