| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
1
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.42 | 2.42 |
| Stocks | 77.97 | 77.97 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 19.61 | 19.61 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Anadarko Petroleum Corp | APC | 19.28 | 6.5 |
| Weatherford International Ltd | WFT | 21.63 | 5.29 |
| Chevron Corp | CVX | 16.51 | 5.0 |
| Schlumberger NV | SLB | 6.6 | 4.68 |
| Exxon Mobil Corporation | XOM | 7.06 | 4.53 |
| Occidental Petroleum Corporation | OXY | 23.89 | 4.15 |
| Cameron International Corporation | CAM | 7.01 | 4.04 |
| Marathon Oil Corp | MRO | 16.76 | 4.01 |
| National Oilwell Varco, Inc. | NOV | 3.69 | 3.83 |
| Halliburton Company | HAL | 22.92 | 3.81 |
