| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
1
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.71 | 3.71 |
| Stocks | 65.13 | 65.13 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 30.86 | 30.86 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.3 | 0.3 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Comerica Inc | CMA | 28.64 | 8.02 |
| Citigroup Inc | C | 31.4 | 5.29 |
| BNP Paribas | BNP | --- | 5.12 |
| Bank of America Corporation | BAC | 16.8 | 5.07 |
| Blackstone Group LP | BX | 44.77 | 5.05 |
| Barclays PLC ADR | BCS | 14.61 | 4.95 |
| Big Yellow Group PLC | BYLOF | --- | 3.83 |
| Deutsche Bank AG | DB | 7.96 | 3.23 |
| JPMorgan Chase & Co | JPM | 25.29 | 3.22 |
| U.S. Bancorp | USB | 11.04 | 2.48 |
