| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.66 | 13.59 | -6.92 |
| Stocks | 24.24 | 0.0 | 24.24 |
| Bonds | 70.99 | 2.97 | 68.03 |
| Other | 0.13 | 0.0 | 0.13 |
| Foreign Bonds | 2.46 | 0.01 | 2.45 |
| Foreign Stocks | 11.95 | 0.0 | 11.95 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.13 | 0.0 | 0.13 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Core Alph Bond Lp Retirement Mf Du | 52.45 |
| Active Stock Lp Retirement Mutual | 20.48 |
| iShares Barclays TIPS Bond | 8.99 |
| iShares MSCI EAFE Index | 4.72 |
| Master Small Cap Index Qmst | 4.54 |
| BlackRock Commodity Strategies Instl | 3.39 |
| Blk Acwi Ex-Us Indx Lp Mf | 1.92 |
| iShares MSCI Emerging Markets Index | 1.77 |
| iShares MSCI EAFE Small Cap Index | 0.98 |
| iShares MSCI Canada Index | 0.62 |
