| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.45 | 0.0 | 6.45 |
| Stocks | 29.08 | 0.0 | 29.08 |
| Bonds | 46.08 | 0.0 | 46.08 |
| Other | 0.13 | 0.0 | 0.13 |
| Foreign Bonds | 5.69 | 0.0 | 5.69 |
| Foreign Stocks | 12.52 | 0.0 | 12.52 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.05 | 0.0 | 0.05 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Vanguard Total Bond Market II Idx Inv | 41.9 |
| Vanguard Total Stock Mkt Idx Inv | 29.59 |
| Vanguard Inflation-Protected Secs Inv | 13.98 |
| Vanguard Total Intl Stock Index Inv | 12.39 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | VTENX |
|---|---|
| AAA | 80.72 |
| AA | 3.1 |
| A | 8.25 |
| BBB | 7.94 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.0 |
