| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.22 | 0.22 |
| Stocks | 79.26 | 79.26 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 20.52 | 20.52 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Anadarko Petroleum Corp | APC | 12.12 | 6.74 |
| Occidental Petroleum Corporation | OXY | 15.12 | 6.15 |
| Schlumberger NV | SLB | 6.93 | 6.12 |
| Weatherford International Ltd | WFT | 12.24 | 5.45 |
| Cameron International Corporation | CAM | 7.26 | 5.12 |
| Chevron Corp | CVX | 12.05 | 5.02 |
| National Oilwell Varco, Inc. | NOV | -4.58 | 5.02 |
| Exxon Mobil Corporation | XOM | 1.77 | 4.88 |
| Marathon Oil Corp | MRO | 4.57 | 4.61 |
| EOG Resources | EOG | -1.33 | 4.58 |
