| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
5
4
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 12.01 | 12.01 |
| Stocks | 32.58 | 32.58 |
| Bonds | 34.13 | 34.13 |
| Other | 2.03 | 2.03 |
| Foreign Bonds | 6.39 | 6.39 |
| Foreign Stocks | 12.47 | 12.47 |
| Convertible | 0.05 | 0.05 |
| Preferred | 0.33 | 0.33 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| American Funds Bond Fund of Amer R6 | 10.0 |
| American Funds Interm Bd Fd of Amer R6 | 10.0 |
| American Funds Mortgage R6 | 9.99 |
| American Funds Inc Fund of Amer R6 | 9.0 |
| American Funds Capital Inc Bldr R6 | 9.0 |
| American Funds American Balanced R6 | 7.0 |
| American Funds American Mutual R6 | 6.0 |
| American Funds Invmt Co of Amer R6 | 5.0 |
| American Funds Washington Mutual R6 | 5.0 |
| American Funds American Hi Inc Tr R6 | 5.0 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | AAATX |
|---|---|
| AAA | 58.37 |
| AA | 6.02 |
| A | 10.14 |
| BBB | 9.88 |
| BB | 3.84 |
| B | 6.73 |
| Below B | 4.14 |
| Other | 0.89 |
