| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.58 | 0.0 | 0.58 |
| Stocks | 64.4 | 0.0 | 64.4 |
| Bonds | 3.89 | 0.0 | 3.89 |
| Other | 7.88 | 0.0 | 7.88 |
| Foreign Bonds | 1.06 | 0.0 | 1.06 |
| Foreign Stocks | 22.12 | 0.0 | 22.12 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.08 | 0.0 | 0.08 |
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 | 50.68 |
| Vanguard Total Intl Stock Index Inv | 21.64 |
| Vanguard REIT Index Inv | 9.98 |
| Qif Portfolio 01 | 7.73 |
| Vanguard Interm-Term Invmt-Grade Inv | 5.02 |
| Vanguard Market Neutral Inv | 4.96 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | VPGFX |
|---|---|
| AAA | 18.4 |
| AA | 12.63 |
| A | 47.94 |
| BBB | 19.34 |
| BB | 0.43 |
| B | 0.02 |
| Below B | 0.0 |
| Other | 1.24 |
