| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
1
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.59 | 0.0 | 2.59 |
| Stocks | 60.95 | 0.0 | 60.95 |
| Bonds | 5.18 | 0.0 | 5.18 |
| Other | 0.85 | 0.02 | 0.83 |
| Foreign Bonds | 1.9 | 0.0 | 1.9 |
| Foreign Stocks | 28.46 | 0.0 | 28.46 |
| Convertible | 0.03 | 0.0 | 0.03 |
| Preferred | 0.06 | 0.0 | 0.06 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| T. Rowe Price Growth Stock | 22.84 |
| T. Rowe Price Value | 20.69 |
| T. Rowe Price Equity Index 500 | 7.48 |
| T. Rowe Price International Stock Fd | 7.14 |
| T. Rowe Price Intl Gr & Inc | 7.02 |
| T. Rowe Price Overseas Stock | 6.82 |
| T. Rowe Price New Income | 5.38 |
| T. Rowe Price Emerging Markets Stock | 4.84 |
| T. Rowe Price Mid-Cap Growth | 3.57 |
| T. Rowe Price Real Assets | 3.56 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | RRTVX |
|---|---|
| AAA | 55.9 |
| AA | 5.56 |
| A | 5.7 |
| BBB | 17.16 |
| BB | 5.1 |
| B | 8.08 |
| Below B | 2.49 |
| Other | 0.0 |
