| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
4
1
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.05 | 0.0 | 1.05 |
| Stocks | 83.45 | 0.0 | 83.45 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.12 | -0.12 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 15.62 | 0.0 | 15.62 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 6.31 |
| Chevron Corp | CVX | 12.05 | 4.72 |
| Schlumberger NV | SLB | 6.93 | 3.04 |
| ConocoPhillips | COP | 4.62 | 2.69 |
| Occidental Petroleum Corporation | OXY | 15.12 | 2.4 |
| Phillips 66 | PSX | 12.96 | 2.14 |
| Kinder Morgan, Inc. | KMI | 11.18 | 2.13 |
| Anadarko Petroleum Corp | APC | 12.12 | 2.09 |
| Halliburton Company | HAL | 21.66 | 1.87 |
| EOG Resources | EOG | -1.33 | 1.82 |
