| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
2
2
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.49 | 4.49 |
| Stocks | 67.83 | 67.83 |
| Bonds | 25.29 | 25.29 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.38 | 2.38 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| US Treasury Bond 6% | --- | --- | 12.78 |
| US Treasury Bond 5.25% | --- | --- | 8.1 |
| Simon Property Group Inc | SPG | 12.42 | 5.77 |
| US Treasury Bond 3% | --- | --- | 4.41 |
| CBL & Associates Properties, Inc. | CBL | 12.21 | 3.25 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.24 |
| International Business Machines Corp | IBM | 4.66 | 3.07 |
| Johnson & Johnson | JNJ | 21.03 | 3.02 |
| General Electric Co | GE | 6.43 | 2.51 |
| Consol Energy Inc | CNX | 4.33 | 2.44 |
