| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 12.16 | 12.16 |
| Stocks | 44.14 | 44.14 |
| Bonds | 26.2 | 26.2 |
| Other | 0.37 | 0.37 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.83 | 4.83 |
| Convertible | 9.41 | 9.41 |
| Preferred | 2.89 | 2.89 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Amerco, Inc. | UHAL | 19.37 | 9.48 |
| U S Treas Bd Stripped Prin Pmt | --- | --- | 5.12 |
| U S Treas Bd Stripped Prin Pmt | --- | --- | 4.92 |
| Allstate Corp | ALL | 21.11 | 3.19 |
| U S Treas Bd Stripped Prin Pmt | --- | --- | 2.94 |
| Flotek Industries, Inc. | FTK | 28.11 | 2.94 |
| Mannkind Cv 3.75% | --- | --- | 2.73 |
| Airboss of America | ABSSF | -2.15 | 2.63 |
| Pfizer Inc | PFE | 16.19 | 2.63 |
| U S Treas Bd Stripped Prin Pmt | --- | --- | 2.53 |
