| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.28 | 0.0 | 1.28 |
| Stocks | 62.05 | 0.0 | 62.05 |
| Bonds | 7.89 | 0.0 | 7.89 |
| Other | 0.17 | 0.0 | 0.17 |
| Foreign Bonds | 1.19 | 0.0 | 1.19 |
| Foreign Stocks | 27.33 | 0.0 | 27.33 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.09 | 0.0 | 0.09 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| % Net Assets | |
|---|---|
| Vanguard Total Stock Mkt Idx Inv | 62.96 |
| Vanguard Total Intl Stock Index Inv | 26.92 |
| Vanguard Total Bond Market II Idx Inv | 9.88 |
Bond Ratings (%)
Updated 12.31.2012
| Sector | VFIFX |
|---|---|
| AAA | 73.67 |
| AA | 4.17 |
| A | 11.56 |
| BBB | 10.6 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.0 |
