| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
1
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 89.57 | 89.57 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.43 | 10.43 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 9.79 |
| Chevron Corp | CVX | 12.05 | 8.83 |
| Occidental Petroleum Corporation | OXY | 15.12 | 5.53 |
| Halliburton Company | HAL | 21.66 | 4.62 |
| Hess Corp | HES | 33.7 | 4.57 |
| National Oilwell Varco, Inc. | NOV | -4.58 | 4.31 |
| Anadarko Petroleum Corp | APC | 12.12 | 3.97 |
| Concho Resources, Inc. | CXO | 3.95 | 3.59 |
| Murphy Oil Corporation | MUR | 2.62 | 3.41 |
| EOG Resources | EOG | -1.33 | 3.38 |
