| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.23 | 0.23 |
| Stocks | 72.91 | 72.91 |
| Bonds | 0.0 | 0.0 |
| Other | 1.09 | 1.09 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 25.77 | 25.77 |
| 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 | |
|---|---|---|---|
| Bank of America Corporation | BAC | 4.65 | 4.03 |
| Wells Fargo & Co | WFC | 10.33 | 4.01 |
| Citigroup Inc | C | 15.98 | 3.74 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.73 |
| U.S. Bancorp | USB | 3.33 | 3.2 |
| PNC Financial Services Group Inc | PNC | 16.64 | 2.38 |
| Capital One Financial Corp | COF | -0.91 | 2.29 |
| Bank of New York Mellon Corp | BK | 8.87 | 2.26 |
| State Street Corp | STT | 22.8 | 2.08 |
| BB&T Corp | BBT | 5.74 | 1.87 |
