| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.06 | 3.06 |
| Stocks | 89.08 | 89.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.86 | 7.86 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Verizon Communications Inc | VZ | 14.84 | 24.37 |
| AT&T Inc | T | 6.7 | 6.95 |
| American Tower Corp | AMT | 0.53 | 6.81 |
| SBA Communications Corp | SBAC | 6.03 | 5.54 |
| CenturyLink Inc | CTL | -9.13 | 5.17 |
| Crown Castle International Corp | CCI | -1.79 | 3.93 |
| Vodafone Group PLC ADR | VOD | 14.49 | 3.4 |
| Sprint Nextel Corp | S | 27.34 | 3.13 |
| MetroPCS Communications Inc | TMUS | 45.52 | 2.68 |
| Telephone and Data Systems, Inc. | TDS | 6.04 | 2.56 |
