| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 22.11 | 22.11 |
| Stocks | 77.66 | 77.66 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.23 | 0.23 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 15.62 |
| Wells Fargo & Co | WFC | 10.33 | 14.88 |
| Citigroup Inc | C | 15.98 | 10.79 |
| Bank of America Corporation | BAC | 4.65 | 10.64 |
| U.S. Bancorp | USB | 3.33 | 5.42 |
| PNC Financial Services Group Inc | PNC | 16.64 | 2.88 |
| BB&T Corp | BBT | 5.74 | 1.84 |
| SunTrust Banks Inc | STI | 2.26 | 1.32 |
| Fifth Third Bancorp | FITB | 10.92 | 1.27 |
| M&T Bank Corp | MTB | 1.8 | 1.11 |
