|RETURN AND EXPENSE COMPARISON (as of Jan 2013)|
|1 Month:||-1.43%||1 Year:||6.88%|
|3 Month:||6.49%||3 Year:||14.65%|
|6 Month:||0.59%||5 Year;||29.28%|
|Last Cap Gain||1.57|
|RETURN AND VOLATILITY MEASURES|
|1 Year||3 Year|
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
|Top Ten Holdings|
|Deutsche Alt-B Secs Mtg Ln Tr 2006-Ab2||1.57%|
|American Capital Agency Corp||1.47%|
|Securitized Asset Backed Receivables Llc Tr 2007-Nc2||1.32%|
|Citigroup Mortgage Loan Trust||1.32%|
|Centex Home Equity Ln Tr 2006-A||1.31%|
|SLM Private Credit Student Loan Trust||1.13%|
|Merrill Lynch First Franklin Mtg Ln Tr Ser 2007-5||1.13%|
|National Collegiate Master Student Ln Tr I||1.11%|
|Slm Student Loan Trust||1.11%|
|Rali Ser 2006-Qs8 Tr||1.1%|
|MOST RECENT RATINGS CHANGES|
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