| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
1
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.68 | 0.0 | 2.68 |
| Stocks | 59.47 | 0.0 | 59.47 |
| Bonds | 6.79 | 0.0 | 6.79 |
| Other | 0.92 | 0.03 | 0.89 |
| Foreign Bonds | 2.42 | 0.0 | 2.41 |
| Foreign Stocks | 27.66 | 0.0 | 27.66 |
| Convertible | 0.03 | 0.0 | 0.03 |
| Preferred | 0.06 | 0.0 | 0.06 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| T. Rowe Price Growth Stock | 21.63 |
| T. Rowe Price Value | 19.52 |
| T. Rowe Price Equity Index 500 | 8.61 |
| T. Rowe Price New Income | 7.06 |
| T. Rowe Price International Stock Fd | 6.95 |
| T. Rowe Price Intl Gr & Inc | 6.83 |
| T. Rowe Price Overseas Stock | 6.67 |
| T. Rowe Price Emerging Markets Stock | 4.69 |
| T. Rowe Price Mid-Cap Growth | 3.47 |
| T. Rowe Price Real Assets | 3.45 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | RRTPX |
|---|---|
| AAA | 53.4 |
| AA | 5.86 |
| A | 6.07 |
| BBB | 18.12 |
| BB | 5.37 |
| B | 8.52 |
| Below B | 2.63 |
| Other | 0.03 |
