| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
5
5
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.51 | 0.31 | 3.2 |
| Stocks | 5.99 | 0.0 | 5.99 |
| Bonds | 75.44 | 0.0 | 75.44 |
| Other | 0.04 | 0.0 | 0.04 |
| Foreign Bonds | 13.72 | 0.23 | 13.49 |
| Foreign Stocks | 1.77 | 0.0 | 1.77 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.08 | 0.0 | 0.08 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| % Net Assets | |
|---|---|
| Vanguard Total Bond Market ETF | 28.1 |
| Vanguard Short-Term Bond ETF | 19.07 |
| SPDR Barclays Capital Short Term Corp Bd | 16.54 |
| Vanguard Short-Term Corp Bd Idx ETF | 16.51 |
| JHFunds2 Strategic Equity Allc NAV | 5.53 |
| iShares iBoxx $ Invest Grade Corp Bond | 3.51 |
| Vanguard Interm-Tm Corp Bd Idx ETF | 3.01 |
| iShares Barclays TIPS Bond | 2.51 |
| JHFunds2 Short Term Government Inc NAV | 2.01 |
| Vanguard Dividend Appreciation ETF | 1.76 |
Bond Ratings (%)
Updated 02.28.2013
| Sector | JRTOX |
|---|---|
| AAA | 50.05 |
| AA | 8.91 |
| A | 22.74 |
| BBB | 18.2 |
| BB | 0.03 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.09 |
