| Scorecard |
|---|
|
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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.71 | 1.97 | 5.75 |
| Stocks | 3.48 | 0.0 | 3.48 |
| Bonds | 36.01 | 0.0 | 36.01 |
| Other | 3.86 | 0.0 | 3.86 |
| Foreign Bonds | 39.11 | 0.0 | 39.11 |
| Foreign Stocks | 8.52 | 0.0 | 8.52 |
| Convertible | 2.38 | 0.0 | 2.38 |
| Preferred | 0.9 | 0.0 | 0.9 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| SPDR DB Intl Govt Infl-Protected Bond | 34.64 |
| iShares Barclays 7-10 Year Treasury | 10.84 |
| iShares Barclays 20+ Year Treas Bond | 10.83 |
| iShares Barclays 3-7 Year Treasury Bond | 6.3 |
| iShares iBoxx $ Invest Grade Corp Bond | 4.33 |
| iShares Barclays MBS Bond | 4.32 |
| Vanguard FTSE Emerging Markets ETF | 3.51 |
| SPDR S&P 500 | 3.48 |
| SPDR Barclays Capital Convertible Secs | 3.47 |
| Vanguard FTSE Europe ETF | 3.41 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | AABBX |
|---|---|
| AAA | 54.11 |
| AA | 18.63 |
| A | 8.41 |
| BBB | 8.81 |
| BB | 2.83 |
| B | 2.46 |
| Below B | 0.5 |
| Other | 4.25 |
