| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
2
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 17.55 | 17.17 | 0.38 |
| Stocks | 20.99 | 0.03 | 20.96 |
| Bonds | 38.68 | 0.0 | 38.68 |
| Other | 3.57 | 0.01 | 3.56 |
| Foreign Bonds | 24.05 | 1.53 | 22.52 |
| Foreign Stocks | 13.69 | 0.0 | 13.69 |
| Convertible | 0.02 | 0.0 | 0.02 |
| Preferred | 0.19 | 0.0 | 0.19 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| SEI Instl Mgd Global Mgd Volatility A | 15.05 |
| SEI Instl Mgd US Managed Volatility A | 10.06 |
| SEI Instl Mgd Multi-Asset Accumulation A | 10.01 |
| SEI Instl Mgd US Fixed Income A | 9.97 |
| SEI Instl Mgd Multi-Asset Cap Stblty A | 9.96 |
| SEI Instl Mgd Multi-Asset Infl Managed A | 9.93 |
| SEI Instl Mgd High-Yield Bond A | 8.97 |
| SEI Daily Income Ultra-Short Dur Bd A | 7.72 |
| SEI Instl Mgd Real Return A | 5.98 |
| SEI Instl Mgd Large Cap A | 4.0 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | SMSIX |
|---|---|
| AAA | 87.23 |
| AA | 0.72 |
| A | 0.12 |
| BBB | 0.55 |
| BB | 3.05 |
| B | 6.13 |
| Below B | 1.99 |
| Other | 0.21 |
