| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 36.41 | 0.0 | 36.41 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 3.98 | 1.26 | 2.72 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 60.87 | 0.0 | 60.87 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Enterprise Products Partners LP | EPD | 21.94 | 6.23 |
| Plains All American Pipeline LP | PAA | 26.96 | 5.66 |
| Crescent Point Energy Corp | CSCTF | -0.19 | 4.76 |
| Whitecap Resources, Inc. | WCP | 20.46 | 4.7 |
| Baytex Energy Corp | BTE | -7.85 | 4.41 |
| Gibson Energy Inc | GBNXF | 35.71 | 4.35 |
| Vermilion Energy Inc | VET | -1.71 | 3.91 |
| LyondellBasell Industries NV | LYB | 1.49 | 3.72 |
| Twin Butte Energy Ltd. | TBTEF | -17.76 | 3.61 |
| ARC Resources Ltd. | AETUF | 11.23 | 3.37 |
