| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.93 | 0.0 | 7.93 |
| Stocks | 7.73 | 0.0 | 7.73 |
| Bonds | 64.11 | 0.0 | 64.11 |
| Other | 0.29 | 0.0 | 0.29 |
| Foreign Bonds | 17.39 | 0.65 | 16.74 |
| Foreign Stocks | 3.03 | 0.0 | 3.03 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.16 | 0.0 | 0.16 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| % Net Assets | |
|---|---|
| Schwab Intermediate-Term Bond | 34.72 |
| Schwab Total Bond Market | 26.19 |
| Schwab Short-Term Bond Market | 15.74 |
| Schwab Dividend Equity | 6.0 |
| Laudus Mondrian Intl Fixed Income | 5.49 |
| Schwab Global Real Estate | 5.0 |
| Ssc Goverment Mm Gvxx | 2.77 |
Bond Ratings (%)
Updated 01.31.2013
| Sector | SWLRX |
|---|---|
| AAA | 73.42 |
| AA | 4.5 |
| A | 8.71 |
| BBB | 11.43 |
| BB | 0.64 |
| B | 0.03 |
| Below B | 0.0 |
| Other | 1.29 |
