| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
1
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.23 | -0.23 |
| Stocks | 55.68 | 0.0 | 55.68 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.72 | 0.69 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 44.52 | 0.0 | 44.52 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Helix Energy Solutions Group Inc | HLX | 7.85 | 3.57 |
| PetroChina Co Ltd H Shares | 00857 | --- | 3.56 |
| Noble Energy Inc | NBL | 9.26 | 3.45 |
| Canadian Natural Resources Ltd | CNQ | 0.14 | 3.44 |
| Halliburton Company | HAL | 21.66 | 3.44 |
| Eni SpA | ENI | --- | 3.44 |
| Valero Energy Corporation | VLO | 14.24 | 3.43 |
| Statoil ASA | STL | --- | 3.43 |
| Suncor Energy Inc | SU | -7.53 | 3.42 |
| Total SA | FP | --- | 3.42 |
