| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.9 | 0.0 | 2.9 |
| Stocks | 56.32 | 0.0 | 56.32 |
| Bonds | 10.04 | 0.0 | 10.04 |
| Other | 1.07 | 0.04 | 1.02 |
| Foreign Bonds | 3.6 | 0.01 | 3.59 |
| Foreign Stocks | 26.03 | 0.0 | 26.03 |
| Convertible | 0.03 | 0.0 | 0.03 |
| Preferred | 0.06 | 0.0 | 0.06 |
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 | 19.0 |
| T. Rowe Price Value | 17.07 |
| T. Rowe Price Equity Index 500 | 10.98 |
| T. Rowe Price New Income | 10.43 |
| T. Rowe Price International Stock Fd | 6.56 |
| T. Rowe Price Intl Gr & Inc | 6.45 |
| T. Rowe Price Overseas Stock | 6.3 |
| T. Rowe Price Emerging Markets Stock | 4.43 |
| T. Rowe Price Mid-Cap Growth | 3.27 |
| T. Rowe Price Real Assets | 3.25 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | TRRCX |
|---|---|
| AAA | 8.63 |
| AA | 1.08 |
| A | 1.12 |
| BBB | 3.34 |
| BB | 1.0 |
| B | 1.57 |
| Below B | 0.49 |
| Other | 82.77 |
