| 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 | 3.62 | 0.0 | 3.62 |
| Stocks | 40.87 | 0.0 | 40.87 |
| Bonds | 24.64 | 0.0 | 24.64 |
| Other | 0.75 | 0.0 | 0.75 |
| Foreign Bonds | 6.94 | 0.0 | 6.94 |
| Foreign Stocks | 23.03 | 0.0 | 23.03 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.16 | 0.0 | 0.16 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| Vanguard FTSE All-World ex-US ETF | 11.95 |
| iShares S&P 500 Growth Index | 9.98 |
| iShares Core S&P Mid-Cap ETF | 9.94 |
| iShares S&P 500 Value Index | 8.0 |
| iShares Core S&P Small-Cap ETF | 7.96 |
| iShares iBoxx $ Invest Grade Corp Bond | 6.88 |
| iShares Barclays TIPS Bond | 6.88 |
| iShares iBoxx $ High Yield Corporate Bd | 4.94 |
| FlexShares iBoxx 3Yr Target Dur TIPS ETF | 3.94 |
| SPDR Dow Jones Intl Real Estate | 2.98 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | |
|---|---|
| AAA | 16.84 |
| AA | 30.86 |
| A | 14.85 |
| BBB | 12.49 |
| BB | 10.84 |
| B | 9.79 |
| Below B | 2.69 |
| Other | 1.65 |
