| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
1
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.83 | 2.83 |
| Stocks | 67.0 | 67.0 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 29.86 | 29.86 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.32 | 0.32 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Comerica Inc | CMA | 18.49 | 7.16 |
| Barclays PLC ADR | BCS | 4.44 | 5.12 |
| Bank of America Corporation | BAC | 4.65 | 4.95 |
| Citigroup Inc | C | 15.98 | 4.95 |
| MetLife Inc | MET | 17.14 | 4.89 |
| BNP Paribas | BNP | --- | 4.79 |
| Blackstone Group LP | BX | 35.15 | 4.57 |
| Big Yellow Group PLC | BYLOF | --- | 3.56 |
| Morgan Stanley | MS | 14.8 | 2.39 |
| AFP Provida SA ADR | PVD | -0.23 | 2.22 |
