| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
4
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 10.03 | 10.03 |
| Stocks | 6.51 | 6.51 |
| Bonds | 3.3 | 3.3 |
| Other | 2.96 | 2.96 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 77.2 | 77.2 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| Mvc Cap Pfd | 2.19 |
| Triangle Cap Pfd | 1.82 |
| Pitney Bowes Pfd | 1.82 |
| Argo Grp Us Pfd | 1.76 |
| Slm Pfd | 1.73 |
| Pennantpark Invt Pfd | 1.71 |
| Solar Cap Pfd | 1.64 |
| Apollo Invt Pfd | 1.64 |
| Medley Cap Pfd | 1.38 |
| Qwest Pfd | 1.37 |
