| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.45 | 0.0 | 0.45 |
| Stocks | 111.14 | 0.0 | 111.14 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 44.76 | -44.76 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 33.16 | 0.0 | 33.16 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| AT&T Inc | T | 14.09 | 14.16 |
| Verizon Communications Inc | VZ | 23.48 | 11.91 |
| Qualcomm, Inc. | QCOM | 0.5 | 10.81 |
| Cisco Systems Inc | CSCO | 4.58 | 10.43 |
| Research in Motion Ltd | BBRY | 33.11 | 5.78 |
| Vodafone Group PLC ADR | VOD | 21.24 | 5.15 |
| CenturyLink Inc | CTL | -3.55 | 4.73 |
| Crown Castle International Corp | CCI | 6.53 | 4.48 |
| Sprint Nextel Corp | S | 24.51 | 4.47 |
| America Movil, S.A.B. de C.V. ADR | AMX | -10.11 | 4.41 |
