| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
3
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 9.75 | 3.86 | 5.9 |
| Stocks | 0.02 | 0.0 | 0.02 |
| Bonds | 74.87 | 0.0 | 74.87 |
| Other | 1.85 | 0.48 | 1.37 |
| Foreign Bonds | 17.68 | 0.04 | 17.64 |
| Foreign Stocks | 0.02 | 0.0 | 0.02 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.18 | 0.0 | 0.18 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 02.28.2013
| % Net Assets | |
|---|---|
| iShares iBoxx $ High Yield Corporate Bd | 16.02 |
| PIMCO Total Return ETF | 13.08 |
| Vanguard Total Bond Market ETF | 9.81 |
| iShares S&P National AMT-Free Muni Bd | 8.34 |
| iShares Barclays 1-3 Year Treasury Bond | 8.16 |
| iShares Barclays TIPS Bond | 7.1 |
| iShares Barclays 7-10 Year Treasury | 5.6 |
| iShares Barclays 1-3 Year Credit Bond | 5.5 |
| iShares Core Total US Bond Market ETF | 5.29 |
| Us Long Bond (Cbt) Jun13 | 4.75 |
Bond Ratings (%)
Updated 02.28.2013
| Sector | PEMVX |
|---|---|
| AAA | 52.69 |
| AA | 7.69 |
| A | 9.19 |
| BBB | 7.07 |
| BB | 8.05 |
| B | 10.57 |
| Below B | 2.93 |
| Other | 1.81 |
