| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
5
3
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 19.76 | 35.96 | -16.21 |
| Stocks | 13.77 | 0.0 | 13.77 |
| Bonds | 58.92 | 0.0 | 58.92 |
| Other | 5.28 | 0.61 | 4.66 |
| Foreign Bonds | 37.81 | 9.26 | 28.55 |
| Foreign Stocks | 8.98 | 0.0 | 8.98 |
| Convertible | 1.03 | 0.0 | 1.03 |
| Preferred | 0.29 | 0.0 | 0.29 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| PIMCO Real Return Instl | 29.85 |
| PIMCO Income Instl | 9.03 |
| PIMCO Foreign Bond (USD-Hedged) I | 6.88 |
| PIMCO Mortgage Opportunities Instl | 6.01 |
| PIMCO Short-Term Instl | 5.98 |
| AllianzGI Income & Growth Institutional | 4.0 |
| AllianzGI NFJ Dividend Value Instl | 3.52 |
| Wells Fargo Advantage S/T Hi Yld Bd Adm | 3.5 |
| AllianzGI NFJ Global Dividend Val Instl | 3.02 |
| PIMCO Total Return Instl | 3.0 |
