| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.27 | 0.0 | 3.27 |
| Stocks | 52.27 | 0.0 | 52.27 |
| Bonds | 14.58 | 0.0 | 14.58 |
| Other | 1.21 | 0.06 | 1.15 |
| Foreign Bonds | 4.78 | 0.01 | 4.77 |
| Foreign Stocks | 23.87 | 0.0 | 23.87 |
| 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 Growth Stock | 15.64 |
| T. Rowe Price Equity Index 500 | 14.04 |
| T. Rowe Price Value | 13.8 |
| T. Rowe Price New Income | 13.49 |
| T. Rowe Price International Stock Fd | 6.05 |
| T. Rowe Price Intl Gr & Inc | 5.95 |
| T. Rowe Price Overseas Stock | 5.79 |
| T. Rowe Price Emerging Markets Stock | 4.09 |
| T. Rowe Price Mid-Cap Growth | 3.09 |
| T. Rowe Price Real Assets | 3.0 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PARJX |
|---|---|
| AAA | 11.9 |
| AA | 1.47 |
| A | 1.53 |
| BBB | 4.58 |
| BB | 1.3 |
| B | 2.03 |
| Below B | 0.62 |
| Other | 76.57 |
