| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
2
3
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.55 | 1.55 |
| Stocks | 96.81 | 96.81 |
| Bonds | 0.0 | 0.0 |
| Other | 0.71 | 0.71 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.85 | 0.85 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.09 | 0.09 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| U.S. Bancorp | USB | 3.33 | 3.93 |
| Wells Fargo & Co | WFC | 10.33 | 3.92 |
| Cullen Frost Bankers, Inc. | CFR | 11.0 | 3.84 |
| PNC Financial Services Group Inc | PNC | 16.64 | 3.66 |
| Independent Bank Corp | INDB | 4.39 | 3.53 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.49 |
| BB&T Corp | BBT | 5.74 | 3.47 |
| Bank of America Corporation | BAC | 4.65 | 3.27 |
| SVB Financial Group | SIVB | 23.73 | 3.17 |
| M&T Bank Corp | MTB | 1.8 | 2.99 |
