| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.44 | 4.26 | 1.17 |
| Stocks | 48.78 | 0.0 | 48.78 |
| Bonds | 20.91 | 0.0 | 20.91 |
| Other | 1.2 | 0.03 | 1.17 |
| Foreign Bonds | 9.85 | 0.85 | 9.0 |
| Foreign Stocks | 18.83 | 0.0 | 18.83 |
| Convertible | 0.09 | 0.0 | 0.09 |
| Preferred | 0.04 | 0.0 | 0.04 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| % Net Assets | |
|---|---|
| Laudus Growth Investors US Large Cap Gr | 10.54 |
| Schwab Core Equity Inv | 9.87 |
| Schwab S&P 500 Index | 9.46 |
| Schwab Total Bond Market | 8.53 |
| Laudus International MarketMasters Sel | 6.81 |
| PIMCO Total Return Instl | 6.76 |
| Schwab Small-Cap Equity | 6.57 |
| TCW Relative Value Large Cap I | 5.65 |
| Schwab Dividend Equity | 4.11 |
| Schwab Short-Term Bond Market | 3.66 |
Bond Ratings (%)
Updated 01.31.2013
| Sector | SWHRX |
|---|---|
| AAA | 73.69 |
| AA | 4.23 |
| A | 8.53 |
| BBB | 11.44 |
| BB | 0.64 |
| B | 0.25 |
| Below B | 0.07 |
| Other | 1.15 |
