| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.75 | 1.76 | 1.98 |
| Stocks | 62.32 | 0.0 | 62.32 |
| Bonds | 6.57 | 0.0 | 6.57 |
| Other | 1.04 | 0.01 | 1.03 |
| Foreign Bonds | 4.28 | 0.35 | 3.94 |
| Foreign Stocks | 24.09 | 0.0 | 24.09 |
| Convertible | 0.04 | 0.0 | 0.04 |
| Preferred | 0.03 | 0.0 | 0.03 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| % Net Assets | |
|---|---|
| Laudus Growth Investors US Large Cap Gr | 13.33 |
| Schwab Core Equity Inv | 12.92 |
| Schwab S&P 500 Index | 11.79 |
| Laudus International MarketMasters Sel | 8.37 |
| Schwab Small-Cap Equity | 8.29 |
| TCW Relative Value Large Cap I | 6.98 |
| Schwab Dividend Equity | 5.65 |
| Schwab Global Real Estate | 4.4 |
| Laudus Small-Cap MarketMasters Select | 4.34 |
| American Century Intl Growth Instl | 4.18 |
Bond Ratings (%)
Updated 01.31.2013
| Sector | SWERX |
|---|---|
| AAA | 71.18 |
| AA | 4.74 |
| A | 8.91 |
| BBB | 12.54 |
| BB | 0.83 |
| B | 0.35 |
| Below B | 0.1 |
| Other | 1.34 |
