| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.31 | 0.0 | 5.31 |
| Stocks | 17.24 | 0.0 | 17.24 |
| Bonds | 54.42 | 0.0 | 54.42 |
| Other | 0.39 | 0.0 | 0.39 |
| Foreign Bonds | 14.93 | 0.54 | 14.39 |
| Foreign Stocks | 8.11 | 0.0 | 8.11 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.13 | 0.0 | 0.13 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| % Net Assets | |
|---|---|
| Schwab Intermediate-Term Bond | 28.85 |
| Schwab Total Bond Market | 23.53 |
| Schwab Short-Term Bond Market | 12.73 |
| Schwab Dividend Equity | 11.45 |
| Schwab Global Real Estate | 7.99 |
| Laudus Mondrian Intl Fixed Income | 3.97 |
| Laudus International MarketMasters Sel | 3.36 |
| Laudus Growth Investors US Large Cap Gr | 3.17 |
| Ssc Goverment Mm Gvxx | 2.96 |
Bond Ratings (%)
Updated 01.31.2013
| Sector | SWKRX |
|---|---|
| AAA | 73.61 |
| AA | 4.31 |
| A | 8.71 |
| BBB | 11.44 |
| BB | 0.62 |
| B | 0.03 |
| Below B | 0.0 |
| Other | 1.29 |
