| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
1
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 42.53 | 42.53 |
| Stocks | 47.98 | 47.98 |
| Bonds | 0.0 | 0.0 |
| Other | 1.0 | 1.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.49 | 8.49 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Schlumberger NV | SLB | 6.6 | 14.35 |
| Halliburton Company | HAL | 22.92 | 5.22 |
| National Oilwell Varco, Inc. | NOV | 3.69 | 4.38 |
| Kinder Morgan, Inc. | KMI | 10.7 | 3.28 |
| Williams Companies Inc | WMB | 7.78 | 3.27 |
| Transocean Ltd | RIG | 15.09 | 2.82 |
| Baker Hughes Inc. | BHI | 12.71 | 2.72 |
| Cameron International Corporation | CAM | 7.01 | 2.17 |
| Ensco PLC Class A | ESV | 2.92 | 2.03 |
| FMC Technologies, Inc. | FTI | 32.08 | 1.57 |
