| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.12 | 3.12 |
| Stocks | 87.26 | 87.26 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.62 | 9.62 |
| 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 | |
|---|---|---|---|
| Verizon Communications Inc | VZ | 23.48 | 25.13 |
| American Tower Corp | AMT | 8.96 | 6.78 |
| AT&T Inc | T | 14.09 | 6.43 |
| SBA Communications Corp | SBAC | 10.92 | 5.49 |
| CenturyLink Inc | CTL | -3.55 | 5.48 |
| Vodafone Group PLC ADR | VOD | 21.24 | 4.81 |
| Sprint Nextel Corp | S | 24.51 | 3.5 |
| Level 3 Communications Inc | LVLT | -12.07 | 2.85 |
| Clearwire Corp Class A | CLWR | 14.53 | 2.6 |
| Telephone and Data Systems, Inc. | TDS | 1.3 | 2.59 |
