| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
1
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.95 | 2.95 |
| Stocks | 91.85 | 91.85 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.2 | 5.2 |
| 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 | |
|---|---|---|---|
| Wells Fargo & Co | WFC | 10.33 | 12.67 |
| U.S. Bancorp | USB | 3.33 | 12.48 |
| Huntington Bancshares Inc | HBAN | 11.11 | 3.34 |
| Comerica Inc | CMA | 18.49 | 3.3 |
| PNC Financial Services Group Inc | PNC | 16.64 | 3.22 |
| Texas Capital Bancshares, Inc. | TCBI | -8.9 | 3.19 |
| Commerce Bancshares, Inc. | CBSH | 12.96 | 3.18 |
| M&T Bank Corp | MTB | 1.8 | 3.18 |
| Capital One Financial Corp | COF | -0.91 | 3.04 |
| BB&T Corp | BBT | 5.74 | 2.78 |
