| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
3
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.89 | 0.05 | 3.84 |
| Stocks | 33.34 | 1.03 | 32.31 |
| Bonds | 34.96 | 0.01 | 34.95 |
| Other | 0.79 | 0.12 | 0.67 |
| Foreign Bonds | 14.86 | 2.07 | 12.79 |
| Foreign Stocks | 14.16 | 0.01 | 14.15 |
| Convertible | 0.95 | 0.0 | 0.95 |
| Preferred | 0.35 | 0.0 | 0.35 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| DWS US Bond Index Inst | 15.88 |
| DWS Core Fixed Income Inst | 15.87 |
| DWS Equity 500 Index Inst | 14.4 |
| DWS Enhanced Global Bond S | 8.03 |
| DWS EAFE Equity Index Inst | 7.62 |
| DWS Core Equity Institutional | 7.46 |
| DWS Capital Growth Inst | 6.38 |
| DWS Small Cap Core S | 3.06 |
| DWS Global Inflation Instl | 2.66 |
| DWS High Income Instl | 2.0 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | SPBAX |
|---|---|
| AAA | 53.05 |
| AA | 4.51 |
| A | 13.26 |
| BBB | 15.06 |
| BB | 4.32 |
| B | 6.02 |
| Below B | 0.61 |
| Other | 3.15 |
