| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.81 | 0.0 | 2.81 |
| Stocks | 27.17 | 0.0 | 27.17 |
| Bonds | 44.15 | 0.0 | 44.15 |
| Other | 0.52 | 0.0 | 0.52 |
| Foreign Bonds | 12.84 | 0.43 | 12.41 |
| Foreign Stocks | 12.83 | 0.0 | 12.83 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.11 | 0.0 | 0.11 |
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 | 23.13 |
| Schwab Total Bond Market | 18.31 |
| Schwab Dividend Equity | 17.26 |
| Schwab Short-Term Bond Market | 11.29 |
| Schwab Global Real Estate | 11.01 |
| Laudus Growth Investors US Large Cap Gr | 6.41 |
| Laudus International MarketMasters Sel | 6.33 |
| Laudus Mondrian Intl Fixed Income | 3.44 |
| Ssc Goverment Mm Gvxx | 2.84 |
Bond Ratings (%)
Updated 01.31.2013
| Sector | SWJRX |
|---|---|
| AAA | 73.58 |
| AA | 4.4 |
| A | 8.71 |
| BBB | 11.4 |
| BB | 0.62 |
| B | 0.03 |
| Below B | 0.0 |
| Other | 1.27 |
