| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.37 | 0.37 |
| Stocks | 75.86 | 75.86 |
| Bonds | 0.0 | 0.0 |
| Other | 0.13 | 0.13 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 23.65 | 23.65 |
| 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 | |
|---|---|---|---|
| AT&T Inc | T | 6.7 | 9.85 |
| Verizon Communications Inc | VZ | 14.84 | 8.9 |
| Cisco Systems Inc | CSCO | 24.94 | 7.1 |
| Qualcomm, Inc. | QCOM | 3.19 | 6.77 |
| Research in Motion Ltd | BBRY | 14.66 | 4.44 |
| Vodafone Group PLC ADR | VOD | 14.49 | 3.77 |
| Sprint Nextel Corp | S | 27.34 | 3.46 |
| CenturyLink Inc | CTL | -9.13 | 3.44 |
| Crown Castle International Corp | CCI | -1.79 | 3.37 |
| America Movil, S.A.B. de C.V. ADR | AMX | -14.95 | 3.07 |
