| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
1
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.77 | 1.77 |
| Stocks | 75.02 | 75.02 |
| Bonds | 0.0 | 0.0 |
| Other | 0.5 | 0.5 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 22.71 | 22.71 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| EOG Resources | EOG | 9.37 | 5.22 |
| Chevron Corp | CVX | 16.51 | 4.31 |
| Exxon Mobil Corporation | XOM | 7.06 | 4.03 |
| National Oilwell Varco, Inc. | NOV | 3.69 | 3.66 |
| FMC Technologies, Inc. | FTI | 32.08 | 3.58 |
| Cabot Oil & Gas Corporation Class A | COG | 42.7 | 3.26 |
| Occidental Petroleum Corporation | OXY | 23.89 | 3.06 |
| Cameron International Corporation | CAM | 7.01 | 2.68 |
| Anadarko Petroleum Corp | APC | 19.28 | 2.66 |
| Range Resources Corporation | RRC | 18.83 | 2.65 |
