| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.87 | 0.0 | 4.86 |
| Stocks | 35.56 | 0.0 | 35.56 |
| Bonds | 33.48 | 0.0 | 33.48 |
| Other | 1.73 | 0.1 | 1.62 |
| Foreign Bonds | 8.97 | 0.01 | 8.95 |
| Foreign Stocks | 15.46 | 0.0 | 15.46 |
| 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 Equity Index 500 | 25.91 |
| T. Rowe Price New Income | 24.0 |
| T. Rowe Price Inflation Focused Bond | 12.28 |
| T. Rowe Price International Stock Fd | 4.07 |
| T. Rowe Price Intl Gr & Inc | 3.98 |
| T. Rowe Price High-Yield | 3.95 |
| T. Rowe Price Overseas Stock | 3.9 |
| T. Rowe Price Emerging Markets Bond | 3.9 |
| T. Rowe Price International Bond | 3.23 |
| T. Rowe Price Emerging Markets Stock | 2.73 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | RRTAX |
|---|---|
| AAA | 53.71 |
| AA | 6.02 |
| A | 6.4 |
| BBB | 19.15 |
| BB | 4.84 |
| B | 7.49 |
| Below B | 2.29 |
| Other | 0.1 |
