| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
4
1
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 80.9 | 80.9 |
| Bonds | 2.31 | 2.31 |
| Other | 1.5 | 1.5 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.29 | 15.29 |
| 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 | 4.52 |
| Continental Resources Inc | CLR | 5.42 | 4.36 |
| Schlumberger NV | SLB | 6.93 | 4.1 |
| Cameron International Corporation | CAM | 7.26 | 3.96 |
| Anadarko Petroleum Corp | APC | 12.12 | 3.76 |
| Core Laboratories N.V. | CLB | 29.98 | 3.56 |
| Cabot Oil & Gas Corporation Class A | COG | 33.11 | 3.47 |
| EOG Resources | EOG | -1.33 | 2.93 |
| Halliburton Company | HAL | 21.66 | 2.86 |
| Occidental Petroleum Corporation | OXY | 15.12 | 2.82 |
