| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.65 | 0.0 | 1.65 |
| Stocks | 55.81 | 0.0 | 55.81 |
| Bonds | 6.85 | 0.0 | 6.85 |
| Other | 0.8 | 0.0 | 0.8 |
| Foreign Bonds | 2.82 | 0.0 | 2.82 |
| Foreign Stocks | 31.88 | 0.0 | 31.88 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.18 | 0.0 | 0.18 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Vanguard S&P 500 ETF | 42.27 |
| iShares MSCI EAFE Index | 19.54 |
| iShares Russell Midcap Index | 5.76 |
| JPMorgan High Yield R6 | 5.52 |
| iShares MSCI Emerging Markets Index | 4.97 |
| iShares Russell 2000 Index | 4.51 |
| JPMorgan Realty Income R5 | 3.96 |
| JPMorgan Emerging Mkts Eq Instl | 2.92 |
| JPMorgan Emerging Economies R5 | 2.27 |
| JPMorgan International Realty R5 | 2.1 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | JOBBX |
|---|---|
| AAA | 25.06 |
| AA | 1.48 |
| A | 3.85 |
| BBB | 10.34 |
| BB | 19.97 |
| B | 27.31 |
| Below B | 9.29 |
| Other | 2.7 |
