| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
3
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 19.99 | 0.47 | 19.52 |
| Stocks | 0.0 | 0.0 | 0.0 |
| Bonds | 36.31 | 0.0 | 36.31 |
| Other | 3.26 | 0.11 | 3.15 |
| Foreign Bonds | 41.02 | 0.0 | 41.02 |
| Foreign Stocks | 0.0 | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| % Net Assets | |
|---|---|
| DFA Five-Year Global Fixed-Income I | 25.01 |
| DFA Two-Year Global Fixed-Income I | 24.99 |
| DFA One-Year Fixed-Income I | 24.49 |
| DFA Intermediate Govt Fixed-Income I | 12.0 |
| DFA Short-Term Government I | 8.0 |
| DFA Inflation-Protected Securities I | 5.0 |
Bond Ratings (%)
Updated 02.28.2013
| Sector | FMFIX |
|---|---|
| AAA | 67.48 |
| AA | 31.69 |
| A | 0.78 |
| BBB | 0.0 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.05 |
