| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.35 | 0.0 | 5.34 |
| Stocks | 30.64 | 0.0 | 30.64 |
| Bonds | 39.07 | 0.0 | 39.07 |
| Other | 1.84 | 0.12 | 1.72 |
| Foreign Bonds | 10.13 | 0.01 | 10.11 |
| Foreign Stocks | 13.05 | 0.0 | 13.05 |
| Convertible | 0.02 | 0.0 | 0.02 |
| Preferred | 0.04 | 0.0 | 0.04 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| T. Rowe Price New Income | 26.74 |
| T. Rowe Price Equity Index 500 | 25.01 |
| T. Rowe Price Inflation Focused Bond | 15.75 |
| T. Rowe Price High-Yield | 4.42 |
| T. Rowe Price Emerging Markets Bond | 4.38 |
| T. Rowe Price International Bond | 3.63 |
| T. Rowe Price International Stock Fd | 3.48 |
| T. Rowe Price Intl Gr & Inc | 3.37 |
| T. Rowe Price Overseas Stock | 3.35 |
| T. Rowe Price Emerging Markets Stock | 2.28 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | RRTLX |
|---|---|
| AAA | 54.29 |
| AA | 5.96 |
| A | 6.36 |
| BBB | 19.03 |
| BB | 4.71 |
| B | 7.28 |
| Below B | 2.22 |
| Other | 0.16 |
