| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
1
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 22.2 | 22.2 |
| Stocks | 74.93 | 74.93 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.87 | 2.87 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 7.06 | 19.33 |
| Chevron Corp | CVX | 16.51 | 10.6 |
| Schlumberger NV | SLB | 6.6 | 4.89 |
| Occidental Petroleum Corporation | OXY | 23.89 | 3.37 |
| ConocoPhillips | COP | 9.35 | 3.31 |
| Anadarko Petroleum Corp | APC | 19.28 | 1.88 |
| Phillips 66 | PSX | 25.62 | 1.78 |
| Halliburton Company | HAL | 22.92 | 1.78 |
| EOG Resources | EOG | 9.37 | 1.57 |
| Apache Corporation | APA | 8.2 | 1.55 |
