| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
2
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.05 | 3.05 |
| Stocks | 95.86 | 95.86 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.09 | 1.09 |
| 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 | |
|---|---|---|---|
| Capital One Financial Corp | COF | -0.91 | 7.27 |
| Visa, Inc. | V | 9.74 | 6.92 |
| MasterCard Incorporated Class A | MA | 10.06 | 6.15 |
| American Express Co | AXP | 19.49 | 5.52 |
| SLM Corp | SLM | 20.96 | 4.9 |
| American Capital Agency Corp. | AGNC | 18.58 | 4.14 |
| Discover Financial Services | DFS | 13.75 | 3.75 |
| Citigroup Inc | C | 15.98 | 3.14 |
| Hudson City Bancorp, Inc. | HCBK | 1.35 | 3.05 |
| Bank of America Corporation | BAC | 4.65 | 2.85 |
