| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
2
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 27.86 | 32.62 | -4.77 |
| Stocks | 34.16 | 0.0 | 34.16 |
| Bonds | 14.78 | 0.0 | 14.78 |
| Other | 4.98 | 0.23 | 4.75 |
| Foreign Bonds | 27.73 | 1.24 | 26.49 |
| Foreign Stocks | 24.31 | 0.0 | 24.31 |
| Convertible | 0.04 | 0.0 | 0.04 |
| Preferred | 0.23 | 0.0 | 0.23 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Aberdeen International Equity Instl | 7.01 |
| iShares Russell Midcap Index | 6.26 |
| Eaton Vance Floating Rate I | 6.17 |
| Aberdeen Small Cap Inst | 6.07 |
| Aberdeen Core Fixed Income Instl | 5.94 |
| Tortoise MLP & Pipeline Instl | 5.21 |
| AQR Managed Futures Strategy I | 5.11 |
| Aberdeen US Equity Instl | 5.02 |
| Aberdeen Emerging Markets Instl | 5.01 |
| First Trust Health Care AlphaDEX | 4.31 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | GMMCX |
|---|---|
| AAA | 37.04 |
| AA | 4.83 |
| A | 6.97 |
| BBB | 14.18 |
| BB | 15.0 |
| B | 14.28 |
| Below B | 4.3 |
| Other | 3.39 |
