| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
1
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 25.39 | 0.0 | 25.39 |
| Stocks | 76.58 | 9.25 | 67.33 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.4 | 0.0 | 6.4 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.88 | 0.0 | 0.88 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 25.29 | 5.75 |
| iStar Financial, Inc. | SFI | 43.8 | 5.26 |
| Popular Inc | BPOP | 42.04 | 4.9 |
| Citigroup Inc | C | 31.4 | 4.61 |
| Prudential Financial Inc | PRU | 31.95 | 4.51 |
| American International Group Inc | AIG | 26.77 | 4.27 |
| Wells Fargo & Co | WFC | 20.77 | 4.0 |
| Morgan Stanley | MS | 34.68 | 3.8 |
| PNC Financial Services Group Inc | PNC | 24.63 | 3.74 |
| Hartford Financial Services Group Inc | HIG | 34.22 | 3.33 |
