| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.46 | 0.0 | 4.45 |
| Stocks | 42.82 | 0.0 | 42.82 |
| Bonds | 13.96 | 0.0 | 13.96 |
| Other | 0.92 | 0.0 | 0.92 |
| Foreign Bonds | 2.58 | 0.0 | 2.58 |
| Foreign Stocks | 34.02 | 0.0 | 34.02 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 1.25 | 0.0 | 1.25 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| USAA International Instl | 22.59 |
| USAA Emerging Markets Instl | 8.28 |
| USAA Value Instl | 7.43 |
| USAA Aggressive Growth Instl | 7.43 |
| USAA Growth Instl | 7.42 |
| USAA S&P 500 Index Reward | 7.41 |
| USAA Income Stock Instl | 7.4 |
| USAA Small Cap Stock Instl | 7.34 |
| USAA High Income Institutional | 5.95 |
| USAA Income Instl | 4.48 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | URFRX |
|---|---|
| AAA | 19.46 |
| AA | 9.23 |
| A | 14.31 |
| BBB | 24.97 |
| BB | 12.66 |
| B | 13.41 |
| Below B | 5.16 |
| Other | 0.81 |
