| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 15.42 | 0.26 | 15.16 |
| Stocks | 48.82 | 0.0 | 48.82 |
| Bonds | 12.77 | 0.01 | 12.76 |
| Other | 11.09 | 5.55 | 5.54 |
| Foreign Bonds | 2.32 | 0.03 | 2.28 |
| Foreign Stocks | 15.31 | 0.0 | 15.31 |
| Convertible | 0.03 | 0.0 | 0.03 |
| Preferred | 0.11 | 0.0 | 0.11 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Putnam Dynamic Asset Allocation Gr Y | 53.08 |
| Putnam Dynamic Asset Allocation Equity Y | 32.69 |
| Putnam Absolute Return 700 Y | 7.39 |
| Putnam Absolute Return 100 Y | 2.46 |
| Putnam Absolute Return 500 Y | 2.36 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PRRZX |
|---|---|
| AAA | 33.75 |
| AA | 2.29 |
| A | 7.05 |
| BBB | 10.51 |
| BB | 7.77 |
| B | 9.29 |
| Below B | 4.92 |
| Other | 24.41 |
