| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
1
1
3
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.66 | 0.19 | 6.47 |
| Stocks | 39.93 | 0.0 | 39.93 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.13 | 0.38 | -0.24 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 53.13 | 0.0 | 53.13 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.71 | 0.0 | 0.71 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Reed Elsevier NV | REN | --- | 2.42 |
| Schlumberger NV | SLB | 6.93 | 2.34 |
| iShares MSCI Emerging Markets Index | --- | --- | 2.3 |
| Roche Holding AG | RHHVF | 23.65 | 2.28 |
| Union Pacific Corp | UNP | 16.42 | 2.07 |
| Apple Inc | AAPL | -16.96 | 2.05 |
| Covidien PLC | COV | 10.55 | 1.98 |
| Bayerische Motoren Werke AG | BAMXF | -5.36 | 1.97 |
| Coca-Cola Co | KO | 17.21 | 1.95 |
| Adidas AG | ADDDF | 17.06 | 1.94 |
