| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.51 | 0.0 | 3.51 |
| Stocks | 37.65 | 0.0 | 37.65 |
| Bonds | 36.87 | 0.0 | 36.87 |
| Other | 0.11 | 0.0 | 0.11 |
| Foreign Bonds | 4.8 | 0.0 | 4.8 |
| Foreign Stocks | 16.99 | 0.0 | 16.99 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.07 | 0.0 | 0.07 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| Vanguard Total Bond Market II Idx Inv | 39.85 |
| Vanguard Total Stock Mkt Idx Inv | 38.2 |
| Vanguard Total Intl Stock Index Inv | 16.75 |
| Vanguard Inflation-Protected Secs Inv | 5.12 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | VTXVX |
|---|---|
| AAA | 76.85 |
| AA | 3.67 |
| A | 10.16 |
| BBB | 9.32 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.0 |
