| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
5
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 17.78 | 33.47 | -15.69 |
| Stocks | 14.69 | 0.0 | 14.69 |
| Bonds | 59.75 | 0.0 | 59.75 |
| Other | 6.96 | 0.61 | 6.35 |
| Foreign Bonds | 34.26 | 9.53 | 24.73 |
| Foreign Stocks | 8.87 | 0.0 | 8.87 |
| Convertible | 1.03 | 0.0 | 1.03 |
| Preferred | 0.26 | 0.0 | 0.26 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| PIMCO Real Return Instl | 29.94 |
| PIMCO Income Instl | 8.98 |
| PIMCO Mortgage Opportunities Instl | 5.99 |
| PIMCO Foreign Bond (USD-Hedged) I | 5.49 |
| AllianzGI Income & Growth Institutional | 4.0 |
| AllianzGI NFJ Dividend Value Instl | 3.7 |
| AllianzGI NFJ Global Dividend Val Instl | 3.69 |
| Wells Fargo Advantage S/T Hi Yld Bd Adm | 3.48 |
| PIMCO Short-Term Instl | 2.98 |
| PIMCO Commodity Real Ret Strat Instl | 2.97 |
