| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
5
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 82.01 | 82.01 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 17.99 | 17.99 |
| 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 | |
|---|---|---|---|
| Occidental Petroleum Corporation | OXY | 15.12 | 5.89 |
| Halliburton Company | HAL | 21.66 | 5.16 |
| Hess Corp | HES | 33.7 | 4.71 |
| Anadarko Petroleum Corp | APC | 12.12 | 3.84 |
| National Oilwell Varco, Inc. | NOV | -4.58 | 3.65 |
| Suncor Energy Inc | SU | -7.53 | 3.49 |
| Murphy Oil Corporation | MUR | 2.62 | 3.42 |
| EOG Resources | EOG | -1.33 | 3.4 |
| Concho Resources, Inc. | CXO | 3.95 | 3.19 |
| EQT Corp | EQT | 28.62 | 3.03 |
