| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
5
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 26.77 | 16.85 | 9.92 |
| Stocks | 12.88 | 4.99 | 7.89 |
| Bonds | 69.8 | 2.27 | 67.53 |
| Other | 18.18 | 48.08 | -29.9 |
| Foreign Bonds | 8.46 | 0.46 | 8.0 |
| Foreign Stocks | 22.49 | 0.0 | 22.49 |
| Convertible | 10.25 | 0.0 | 10.25 |
| Preferred | 3.82 | 0.0 | 3.82 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Vanguard Total Bond Market ETF | 28.51 |
| iShares Core Total US Bond Market ETF | 23.43 |
| SPDR Barclays Capital Convertible Secs | 14.96 |
| Vanguard Short-Term Bond ETF | 11.35 |
| iShares MSCI EAFE Index | 11.31 |
| Vanguard Ttl Bd Trs | 8.92 |
| iShares Barclays 1-3 Year Treasury Bond | 8.41 |
| iShares iBoxx $ Invest Grade Corp Bond | 7.85 |
| iShares Russell 2000 Index | 7.69 |
| CurrencyShares Euro Trust | 7.59 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | IQHIX |
|---|---|
| AAA | 67.77 |
| AA | 4.74 |
| A | 13.11 |
| BBB | 12.58 |
| BB | 0.1 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 1.7 |
