| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
2
2
3
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 45.08 | 0.0 | 45.08 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 54.87 | 0.0 | 54.87 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.05 | 0.0 | 0.05 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Directv | DTV | 12.94 | 4.2 |
| Verizon Communications Inc | VZ | 23.48 | 4.17 |
| America Movil, S.A.B. de C.V. ADR | AMX | -10.11 | 3.51 |
| United States Cellular Corporation | USM | 8.31 | 3.46 |
| Cincinnati Bell Inc | CBB | -37.77 | 3.34 |
| Rogers Communications, Inc. Class B | RCI | 9.39 | 3.17 |
| Telefonica SA ADR | TEF | 7.71 | 3.16 |
| DISH Network Corp | DISH | 7.53 | 3.12 |
| Sprint Nextel Corp | S | 24.51 | 2.71 |
| Telephone and Data Systems, Inc. | TDS | 1.3 | 2.66 |
