| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
2
4
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.11 | 7.08 | -1.97 |
| Stocks | 41.84 | 0.0 | 41.84 |
| Bonds | 35.29 | 1.5 | 33.79 |
| Other | 0.22 | 0.0 | 0.22 |
| Foreign Bonds | 1.24 | 0.0 | 1.24 |
| Foreign Stocks | 24.76 | 0.0 | 24.76 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.12 | 0.0 | 0.12 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Active Stock Lp Retirement Mutual | 38.31 |
| Core Alph Bond Lp Retirement Mf Du | 26.5 |
| iShares MSCI EAFE Index | 10.04 |
| iShares Barclays TIPS Bond | 3.95 |
| iShares MSCI Emerging Markets Index | 3.7 |
| BlackRock Commodity Strategies Instl | 3.33 |
| iShares FTSE EPRA/NAREIT Dev RE ex-US | 3.2 |
| Master Small Cap Index Qmst | 3.07 |
| iShares Cohen & Steers Realty Majors | 2.65 |
| Blk Acwi Ex-Us Indx Lp Mf | 2.47 |
