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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 11.04 | 0.0 | 11.03 |
| Stocks | 27.51 | 0.0 | 27.51 |
| Bonds | 25.76 | 0.0 | 25.76 |
| Other | 17.4 | 0.0 | 17.4 |
| Foreign Bonds | 8.86 | 0.0 | 8.86 |
| Foreign Stocks | 9.38 | 0.0 | 9.38 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.07 | 0.0 | 0.07 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 02.28.2013
| % Net Assets | |
|---|---|
| iShares Barclays 1-3 Year Treasury Bond | 19.62 |
| Vanguard REIT Index ETF | 13.87 |
| iPath DJ-UBS Commodity Index TR ETN | 10.89 |
| iShares iBoxx $ High Yield Corporate Bd | 9.02 |
| iShares Emerging Markets Local Cur Bond | 7.05 |
| iShares Barclays Short Treasury Bond | 6.01 |
| iShares Russell 1000 Value Index | 4.88 |
| iShares FTSE EPRA/NAREIT Dev RE ex-US | 4.77 |
| iShares Russell 2000 Value Index | 3.4 |
| iShares Russell 1000 Growth Index | 3.2 |
Bond Ratings (%)
Updated 02.28.2013
| Sector | WOAIX |
|---|---|
| AAA | 52.14 |
| AA | 4.01 |
| A | 3.2 |
| BBB | 8.35 |
| BB | 11.3 |
| B | 12.6 |
| Below B | 3.38 |
| Other | 5.01 |
