| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
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|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.62 | 0.0 | 4.62 |
| Stocks | 45.72 | 0.0 | 45.72 |
| Bonds | 33.4 | 0.0 | 33.4 |
| Other | 0.77 | 0.0 | 0.77 |
| Foreign Bonds | 0.6 | 0.0 | 0.6 |
| Foreign Stocks | 14.86 | 0.0 | 14.86 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.02 | 0.0 | 0.02 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Legg Mason Cap Mgmt Opportunity I | 6.0 |
| Hotchkis and Wiley Mid-Cap Value I | 5.43 |
| Fidelity Small Cap Discovery | 4.78 |
| Fidelity Leveraged Company Stock | 4.46 |
| Neuberger Berman Focus Inst | 4.38 |
| TIAA-CREF International Eq Instl | 4.18 |
| Mairs & Power Growth Inv | 4.09 |
| Artisan International Inv | 4.0 |
| Kinetics Small Cap Opportunities Inst | 3.75 |
| Oakmark International I | 3.62 |
