| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.71 | 0.0 | 3.71 |
| Stocks | 47.12 | 0.0 | 47.12 |
| Bonds | 20.11 | 0.0 | 20.11 |
| Other | 1.39 | 0.07 | 1.32 |
| Foreign Bonds | 6.3 | 0.01 | 6.29 |
| Foreign Stocks | 21.37 | 0.0 | 21.37 |
| Convertible | 0.03 | 0.0 | 0.03 |
| Preferred | 0.05 | 0.0 | 0.05 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| T. Rowe Price New Income | 17.54 |
| T. Rowe Price Equity Index 500 | 17.52 |
| T. Rowe Price Growth Stock | 11.6 |
| T. Rowe Price Value | 9.94 |
| T. Rowe Price International Stock Fd | 5.44 |
| T. Rowe Price Intl Gr & Inc | 5.37 |
| T. Rowe Price Overseas Stock | 5.22 |
| T. Rowe Price Inflation Focused Bond | 3.88 |
| T. Rowe Price Emerging Markets Stock | 3.71 |
| T. Rowe Price High-Yield | 2.82 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | RRTBX |
|---|---|
| AAA | 15.79 |
| AA | 1.96 |
| A | 2.05 |
| BBB | 6.14 |
| BB | 1.69 |
| B | 2.63 |
| Below B | 0.8 |
| Other | 68.93 |
