| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
1
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.94 | 5.94 |
| Stocks | 69.24 | 69.24 |
| Bonds | 22.37 | 22.37 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.45 | 2.45 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| US Treasury Note 0.25% | --- | --- | 10.12 |
| Citigroup Inc | C | 15.98 | 8.18 |
| US Treasury Note 0.25% | --- | --- | 8.09 |
| Morgan Stanley | MS | 14.8 | 7.18 |
| Bank of America Corporation | BAC | 4.65 | 6.39 |
| Lennar Corporation | LEN | 4.6 | 5.74 |
| PulteGroup Inc | PHM | 15.09 | 5.31 |
| Herbalife, Ltd. | HLF | 20.46 | 5.3 |
| DR Horton Inc | DHI | 29.32 | 5.2 |
| Ford Motor Co | F | 4.86 | 5.18 |
