| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
The fund invests in financial companies.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.43 | 5.43 |
| Stocks | 37.37 | 37.37 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 57.2 | 57.2 |
| 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 | 4.7 |
| Standard Chartered PLC | STAN | --- | 4.5 |
| Canadian Imperial Bank of Commerce | CM | -0.33 | 3.89 |
| Hartford Financial Services Group Inc | HIG | 24.15 | 3.59 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.49 |
| DNB ASA. | DNB | --- | 3.47 |
| UBS AG | UBS | 12.71 | 3.37 |
| IntercontinentalExchange, Inc. | ICE | 34.53 | 3.12 |
| National Bank of Canada | NTIOF | -3.81 | 2.94 |
| Banco Santander Brasil SA/Brazil ADR | BSBR | 0.98 | 2.9 |
