| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 80.7 | 80.7 |
| Bonds | 2.62 | 2.62 |
| Other | 1.48 | 1.48 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.2 | 15.2 |
| 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 | 4.48 |
| Continental Resources Inc | CLR | 5.42 | 4.42 |
| Schlumberger NV | SLB | 6.93 | 4.06 |
| Cameron International Corporation | CAM | 7.26 | 3.89 |
| Anadarko Petroleum Corp | APC | 12.12 | 3.81 |
| Core Laboratories N.V. | CLB | 29.98 | 3.53 |
| Cabot Oil & Gas Corporation Class A | COG | 33.11 | 3.5 |
| EOG Resources | EOG | -1.33 | 2.92 |
| Halliburton Company | HAL | 21.66 | 2.87 |
| Southwestern Energy Company | SWN | 9.34 | 2.8 |
