| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
3
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.93 | 10.39 | -4.46 |
| Stocks | 32.95 | 0.0 | 32.95 |
| Bonds | 53.27 | 2.24 | 51.04 |
| Other | 0.18 | 0.0 | 0.18 |
| Foreign Bonds | 1.86 | 0.01 | 1.85 |
| Foreign Stocks | 18.33 | 0.0 | 18.33 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.13 | 0.0 | 0.13 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Core Alph Bond Lp Retirement Mf Du | 39.59 |
| Active Stock Lp Retirement Mutual | 29.31 |
| iShares MSCI EAFE Index | 7.65 |
| iShares Barclays TIPS Bond | 6.47 |
| Master Small Cap Index Qmst | 3.82 |
| BlackRock Commodity Strategies Instl | 3.37 |
| iShares MSCI Emerging Markets Index | 2.87 |
| iShares FTSE EPRA/NAREIT Dev RE ex-US | 1.73 |
| Blk Acwi Ex-Us Indx Lp Mf | 1.68 |
| iShares Cohen & Steers Realty Majors | 1.36 |
