| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
4
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.31 | 0.01 | 5.3 |
| Stocks | 22.86 | 0.0 | 22.86 |
| Bonds | 40.8 | 0.0 | 40.8 |
| Other | 1.53 | 0.0 | 1.53 |
| Foreign Bonds | 7.63 | 0.0 | 7.63 |
| Foreign Stocks | 19.06 | 0.0 | 19.06 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 2.81 | 0.0 | 2.81 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| USAA Income Instl | 19.19 |
| USAA Intermediate-Term Bond Instl | 14.68 |
| USAA Short-Term Bond Instl | 14.65 |
| USAA International Instl | 11.67 |
| USAA High Income Institutional | 5.99 |
| USAA Emerging Markets Instl | 4.3 |
| USAA Value Instl | 3.88 |
| USAA Aggressive Growth Instl | 3.87 |
| USAA S&P 500 Index Reward | 3.86 |
| USAA Growth Instl | 3.86 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | URTNX |
|---|---|
| AAA | 25.43 |
| AA | 12.04 |
| A | 17.75 |
| BBB | 28.69 |
| BB | 8.5 |
| B | 5.34 |
| Below B | 1.82 |
| Other | 0.43 |
