| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
4
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.5 | 1.5 |
| Stocks | 57.98 | 57.98 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 40.52 | 40.52 |
| 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 | |
|---|---|---|---|
| Vodafone Group PLC ADR | VOD | 21.24 | 13.03 |
| Qualcomm, Inc. | QCOM | 0.5 | 10.47 |
| American Tower Corp | AMT | 8.96 | 7.99 |
| SBA Communications Corp | SBAC | 10.92 | 4.52 |
| NTT DoCoMo, Inc. ADR | DCM | 14.16 | 4.06 |
| Telefonica SA ADR | TEF | 7.71 | 4.05 |
| Crown Castle International Corp | CCI | 6.53 | 3.97 |
| AT&T Inc | T | 14.09 | 3.96 |
| Rogers Communications, Inc. Class B | RCI | 9.39 | 3.9 |
| Motorola Solutions, Inc. | MSI | 1.71 | 3.88 |
