| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
2
2
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 37.56 | 37.56 |
| Stocks | 61.04 | 61.04 |
| Bonds | 0.0 | 0.0 |
| Other | 1.4 | 1.4 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| AT&T Inc | T | 6.7 | 28.29 |
| Verizon Communications Inc | VZ | 14.84 | 17.84 |
| CenturyLink Inc | CTL | -9.13 | 3.64 |
| Crown Castle International Corp | CCI | -1.79 | 2.99 |
| Sprint Nextel Corp | S | 27.34 | 2.43 |
| SBA Communications Corp | SBAC | 6.03 | 1.3 |
| Windstream Corp | WIN | 0.12 | 0.83 |
| Profunds Swap Security Gs | --- | --- | 0.78 |
| Leucadia National Corporation | LUK | 32.96 | 0.73 |
| Frontier Communications Corp Class B | FTR | -0.47 | 0.65 |
