|RETURN AND EXPENSE COMPARISON (as of Jan 2014)|
|1 Month:||-0.29%||1 Year:||5.16%|
|3 Month:||0.06%||3 Year:||13.88%|
|6 Month:||1.36%||5 Year;||15.24%|
|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||1.25%|
|Centex Home Equity Ln Tr 2006-A||1.12%|
|Securitized Asset Backed Receivables Llc Tr 2007-Nc2||1.05%|
|Citigroup Mortgage Loan Trust||1.05%|
|Gco Ed Ln Fdg Master Trust-Ii||1.03%|
|SLM Private Credit Student Loan Trust||0.98%|
|Asset Backed Secs Corp Home Equity Ln Tr Ser Rfc 2007-He1||0.98%|
|SLM Private Credit Student Loan Trust||0.93%|
|Nationstar Home Equity Loan Trust||0.93%|
|Asset Backed Securities Corporation Home Equity Loan Trust||0.9%|
|MOST RECENT RATINGS CHANGES|
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