| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
5
2
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.92 | 6.92 |
| Stocks | 53.53 | 53.53 |
| Bonds | 5.98 | 5.98 |
| Other | 2.03 | 2.03 |
| Foreign Bonds | 0.8 | 0.8 |
| Foreign Stocks | 30.51 | 30.51 |
| Convertible | 0.03 | 0.03 |
| Preferred | 0.19 | 0.19 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| American Funds Invmt Co of Amer R6 | 9.0 |
| American Funds Washington Mutual R6 | 9.0 |
| American Funds American Mutual R6 | 8.0 |
| American Funds Fundamental Investors R6 | 8.0 |
| American Funds AMCAP R6 | 7.0 |
| American Funds New Perspective R6 | 7.0 |
| American Funds Growth Fund of Amer R6 | 7.0 |
| American Funds Capital World G/I R6 | 7.0 |
| American Funds SMALLCAP World R6 | 7.0 |
| American Funds US Government Sec R6 | 5.0 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | AAMTX |
|---|---|
| AAA | 82.6 |
| AA | 2.07 |
| A | 4.99 |
| BBB | 5.46 |
| BB | 1.76 |
| B | 2.15 |
| Below B | 0.63 |
| Other | 0.35 |
