| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.59 | 0.0 | 1.59 |
| Stocks | 58.47 | 0.0 | 58.47 |
| Bonds | 11.82 | 0.0 | 11.82 |
| Other | 7.99 | 0.0 | 7.99 |
| Foreign Bonds | 2.26 | 0.0 | 2.26 |
| Foreign Stocks | 17.81 | 0.0 | 17.81 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.07 | 0.0 | 0.07 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| Vanguard Total Stock Mkt Idx Inv | 39.97 |
| Vanguard Total Intl Stock Index Inv | 17.24 |
| Vanguard REIT Index Inv | 10.03 |
| Vanguard Market Neutral Inv | 9.95 |
| Vanguard Total Bond Market II Idx Inv | 9.94 |
| Qif Portfolio 02 | 7.86 |
| Vanguard Interm-Term Invmt-Grade Inv | 5.01 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | VPGDX |
|---|---|
| AAA | 54.28 |
| AA | 7.14 |
| A | 24.32 |
| BBB | 13.67 |
| BB | 0.15 |
| B | 0.01 |
| Below B | 0.0 |
| Other | 0.44 |
