| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
3
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.3 | 0.3 |
| Stocks | 55.59 | 55.59 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 4.98 | 4.98 |
| Foreign Stocks | 39.13 | 39.13 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| AT&T Inc | T | 14.09 | 13.17 |
| Verizon Communications Inc | VZ | 23.48 | 12.83 |
| Vodafone Group PLC | VODPF | 21.77 | 10.42 |
| Comcast Corp Class A | CMCSA | 12.57 | 6.86 |
| Central Cash Management Fd Central Cash Management Fd | --- | --- | 4.98 |
| BT Group PLC | BT.A | --- | 4.47 |
| Telefonica SA | TEFOF | 6.25 | 4.08 |
| CenturyLink Inc | CTL | -3.55 | 3.73 |
| Liberty Global, Inc. Class A | LBTYA | 17.66 | 3.59 |
| S+p500 Emini Fut Jun13 Xcme 20130621 | --- | --- | 3.51 |
