| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
1
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.63 | 4.44 | 0.19 |
| Stocks | 47.3 | 0.0 | 47.3 |
| Bonds | 21.5 | 0.95 | 20.56 |
| Other | 0.43 | 0.0 | 0.43 |
| Foreign Bonds | 0.9 | 0.0 | 0.9 |
| Foreign Stocks | 30.5 | 0.0 | 30.5 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.12 | 0.0 | 0.12 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| Active Stock Lp Retirement Mutual | 43.64 |
| Core Alph Bond Lp Retirement Mf Du | 16.72 |
| iShares MSCI EAFE Index | 12.23 |
| iShares FTSE EPRA/NAREIT Dev RE ex-US | 4.51 |
| iShares MSCI Emerging Markets Index | 4.36 |
| iShares Cohen & Steers Realty Majors | 3.98 |
| BlackRock Commodity Strategies Instl | 3.59 |
| Blk Acwi Ex-Us Indx Lp Mf | 3.55 |
| Master Small Cap Index Qmst | 2.23 |
| iShares MSCI EAFE Small Cap Index | 1.88 |
