FBP Appreciation & Income Opportunities

Class No Load (FBPBX)
Scorecard
2 / 5 Stars
Lipper
2 1 2 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 21.12 0.0 21.12
Stocks 68.36 0.0 68.36
Bonds 3.27 0.0 3.27
Other 0.0 0.0 0.0
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 7.67 0.42 7.25
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
JPMorgan Chase & Co JPM 0.43 3.09
Bank of America Corporation BAC 0.32 2.97
Microsoft Corp MSFT 13.42 2.67
MetLife Inc MET 5.35 2.64
Johnson & Johnson JNJ 17.08 2.46
Pfizer Inc PFE -0.1 2.25
Cisco Systems Inc CSCO 13.42 2.24
Lincoln National Corp (Radnor PA) LNC 1.61 2.22
ConocoPhillips COP 23.84 2.2
E I du Pont de Nemours & Company DD 2.06 2.02

See Also:

Top Flippin, Bruce & Porter Funds Funds