| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
4
3
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.34 | 0.01 | 3.32 |
| Stocks | 68.78 | 0.0 | 68.78 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.28 | 0.01 | 0.27 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 27.63 | 0.0 | 27.63 |
| 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
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pax MSCI EAFE ESG Index ETF | --- | --- | 8.03 |
| Schroder Emerging Market Equity Inv | --- | --- | 6.19 |
| Pax World International Inst | --- | --- | 4.41 |
| Procter & Gamble Co | PG | 16.1 | 1.54 |
| Pax World Global Envrnmntl Mkts Instl | --- | --- | 1.48 |
| Google, Inc. Class A | GOOG | 22.65 | 1.45 |
| Danaher Corporation | DHR | 11.62 | 1.41 |
| American Express Co | AXP | 33.73 | 1.32 |
| PepsiCo Inc | PEP | 19.74 | 1.16 |
| Target Corp | TGT | 21.29 | 1.1 |
