| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
3
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.88 | 0.0 | 4.87 |
| Stocks | 33.46 | 0.0 | 33.46 |
| Bonds | 26.57 | 0.0 | 26.57 |
| Other | 1.21 | 0.0 | 1.21 |
| Foreign Bonds | 4.95 | 0.0 | 4.95 |
| Foreign Stocks | 26.95 | 0.0 | 26.95 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 1.99 | 0.0 | 1.99 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| USAA International Instl | 17.42 |
| USAA Income Instl | 11.4 |
| USAA Intermediate-Term Bond Instl | 8.94 |
| USAA Short-Term Bond Instl | 8.93 |
| USAA Emerging Markets Instl | 6.41 |
| USAA High Income Institutional | 5.96 |
| USAA Value Instl | 5.77 |
| USAA Aggressive Growth Instl | 5.75 |
| USAA Growth Instl | 5.74 |
| USAA S&P 500 Index Reward | 5.74 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | URTRX |
|---|---|
| AAA | 23.78 |
| AA | 11.26 |
| A | 16.8 |
| BBB | 27.66 |
| BB | 9.65 |
| B | 7.58 |
| Below B | 2.74 |
| Other | 0.53 |
