| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
5
1
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 34.56 | 63.06 | -28.5 |
| Stocks | 6.21 | 0.01 | 6.2 |
| Bonds | 58.32 | 0.0 | 58.32 |
| Other | 13.52 | 0.42 | 13.1 |
| Foreign Bonds | 57.42 | 11.16 | 46.26 |
| Foreign Stocks | 5.63 | 1.36 | 4.26 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.36 | 0.0 | 0.36 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| PIMCO Total Return Instl | 26.99 |
| PIMCO Real Return Instl | 19.18 |
| PIMCO Low Duration Instl | 9.96 |
| PIMCO StocksPLUS Instl | 6.13 |
| PIMCO Emerging Markets Bond Instl | 5.02 |
| PIMCO Global Advantage Strategy Bd Instl | 4.01 |
| PIMCO High Yield Instl | 3.99 |
| PIMCO CommoditiesPLUS Strategy Instl | 2.83 |
| PIMCO EqS Dividend Institutional | 2.74 |
| PIMCO Small Cap StocksPLUS TR Inst | 2.54 |
