| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
2
4
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.28 | 1.28 |
| Stocks | 98.72 | 98.72 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | |
|---|---|---|---|
| Citigroup Inc | C | 15.98 | 6.3 |
| Bank of America Corporation | BAC | 4.65 | 6.22 |
| American International Group Inc | AIG | 16.69 | 5.66 |
| Discover Financial Services | DFS | 13.75 | 5.63 |
| PNC Financial Services Group Inc | PNC | 16.64 | 5.57 |
| JPMorgan Chase & Co | JPM | 10.55 | 5.56 |
| Morgan Stanley | MS | 14.8 | 5.52 |
| Goldman Sachs Group Inc | GS | 12.19 | 5.42 |
| Blackstone Group LP | BX | 35.15 | 5.3 |
| Capital One Financial Corp | COF | -0.91 | 5.15 |
