| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
5
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.1 | 0.0 | 2.1 |
| Stocks | 54.05 | 0.0 | 54.05 |
| Bonds | 17.1 | 0.0 | 17.1 |
| Other | 0.15 | 0.0 | 0.15 |
| Foreign Bonds | 2.58 | 0.0 | 2.58 |
| Foreign Stocks | 23.94 | 0.0 | 23.94 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.08 | 0.0 | 0.08 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| Vanguard Total Stock Mkt Idx Inv | 54.85 |
| Vanguard Total Intl Stock Index Inv | 23.59 |
| Vanguard Total Bond Market II Idx Inv | 21.41 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | VTHRX |
|---|---|
| AAA | 73.67 |
| AA | 4.17 |
| A | 11.56 |
| BBB | 10.6 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.0 |
