| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
3
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.45 | 0.45 |
| Stocks | 96.5 | 96.5 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.05 | 3.05 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| DISH Network Corp | DISH | 7.53 | 4.52 |
| Home Depot, Inc. | HD | 18.27 | 3.73 |
| Interpublic Group of Cos Inc | IPG | 23.91 | 3.68 |
| Walt Disney Co | DIS | 26.95 | 3.48 |
| Comcast Corp Class A | CMCSA | 12.57 | 3.34 |
| Directv | DTV | 12.94 | 3.23 |
| PulteGroup Inc | PHM | 15.09 | 2.99 |
| CBS Corporation Class B | CBS | 22.26 | 2.99 |
| Ford Motor Co | F | 4.86 | 2.78 |
| Macy's Inc | M | 15.07 | 2.76 |
