Orion/Monetta Trust Intermediate Bond Fund

Class No Load (MIBFX)
Scorecard
2 / 5 Stars
Lipper
2 2 4 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 22.52 0.0 22.52
Stocks 0.0 0.0 0.0
Bonds 74.53 0.0 74.53
Other 1.35 1.81 -0.46
Foreign Bonds 3.43 0.01 3.42
Foreign Stocks 0.0 0.0 0.0
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

% Net Assets
Torchmark 9.25% 5.54
Protective Life 7.375% 5.24
Amer Express 7% 5.13
First Data 12.625% 5.05
Ncnb 10.2% 4.82
Chesapeake Engy 9.5% 4.67
Lorillard Tob 6.875% 4.09
Caterpillar Finl Svcs Mtns Be 7.15% 4.05
Amer Intl Grp Inc Mtn Be 5.6% 3.89
Wellpoint 5.875% 3.63

See Also:

Top Monetta Funds