| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
3
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 10.44 | 0.03 | 10.41 |
| Stocks | 20.28 | 0.0 | 20.28 |
| Bonds | 47.94 | 0.0 | 47.94 |
| Other | 4.61 | 0.01 | 4.61 |
| Foreign Bonds | 5.32 | 0.0 | 5.32 |
| Foreign Stocks | 11.27 | 0.0 | 11.27 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.17 | 0.0 | 0.17 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| CoreAlpha Bond Master Portfolio | 52.64 |
| Active Stock Master Portfolio | 19.94 |
| iShares Barclays TIPS Bond | 9.0 |
| iShares MSCI EAFE Index | 4.72 |
| Small Cap Lifepath | 4.3 |
| BlackRock Commodity Strategies Instl | 3.58 |
| Blackrock ACWI Ex-US Index K | 2.17 |
| iShares MSCI Emerging Markets Index | 1.77 |
| iShares MSCI EAFE Small Cap Index | 0.98 |
| iShares MSCI Canada Index | 0.62 |
