| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 89.64 | 89.64 |
| Bonds | 0.0 | 0.0 |
| Other | 0.29 | 0.29 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.07 | 10.07 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 9.55 |
| Exxon Mobil Corporation | XOM | 1.77 | 9.16 |
| Valero Energy Corporation | VLO | 14.24 | 6.58 |
| Tesoro Corporation | TSO | 15.94 | 5.76 |
| Phillips 66 | PSX | 12.96 | 4.74 |
| Oceaneering International | OII | 29.39 | 4.43 |
| ConocoPhillips | COP | 4.62 | 4.37 |
| Oil States International, Inc. | OIS | 25.37 | 4.12 |
| Dril-Quip, Inc. | DRQ | 14.22 | 3.94 |
| Marathon Petroleum Corp | MPC | 17.17 | 3.93 |
