| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
1
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.51 | 1.51 |
| Stocks | 74.2 | 74.2 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 24.18 | 24.18 |
| Convertible | 0.1 | 0.1 |
| 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 | |
|---|---|---|---|
| Halliburton Company | HAL | 22.92 | 7.28 |
| Schlumberger NV | SLB | 6.6 | 7.0 |
| Anadarko Petroleum Corp | APC | 19.28 | 6.05 |
| EOG Resources | EOG | 9.37 | 5.88 |
| National Oilwell Varco, Inc. | NOV | 3.69 | 5.75 |
| Ensco PLC Class A | ESV | 2.92 | 5.21 |
| Devon Energy Corp | DVN | 10.97 | 5.07 |
| Apache Corporation | APA | 8.2 | 4.73 |
| TransCanada Corp | TRP | -1.69 | 4.4 |
| Atmos Energy Corp | ATO | 22.58 | 3.52 |
