| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
1
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 87.03 | 87.03 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 12.97 | 12.97 |
| 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 | |
|---|---|---|---|
| National Oilwell Varco, Inc. | NOV | -4.58 | 5.32 |
| Kodiak Oil & Gas Corp. | KOG | -14.12 | 5.29 |
| Oasis Petroleum Inc | OAS | 3.08 | 5.11 |
| Whiting Petroleum Corporation | WLL | -2.05 | 4.59 |
| Continental Resources Inc | CLR | 5.42 | 4.43 |
| Cameron International Corporation | CAM | 7.26 | 4.35 |
| Halliburton Company | HAL | 21.66 | 4.33 |
| MDU Resources Group Inc | MDU | 19.5 | 3.52 |
| Kinder Morgan, Inc. | KMI | 11.18 | 3.37 |
| Schlumberger NV | SLB | 6.93 | 3.36 |
