| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
1
1
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.59 | 2.59 |
| Stocks | 14.74 | 14.74 |
| Bonds | 50.93 | 50.93 |
| Other | 2.83 | 2.83 |
| Foreign Bonds | 8.2 | 8.2 |
| Foreign Stocks | 0.58 | 0.58 |
| Convertible | 1.34 | 1.34 |
| Preferred | 18.8 | 18.8 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Citigroup Inc | C | 15.98 | 8.77 |
| Wells Fargo & Co. Pfd, 7.98% | --- | --- | 6.35 |
| Bank Of America Corp. Pfd, 8% | --- | --- | 5.56 |
| Nortel Networks Lt 10.75% | --- | --- | 4.61 |
| Pilgrims Pride Corp New 7.875% | --- | --- | 3.67 |
| Pitney Bowes International Holdings Pfd, 6.125% | --- | --- | 3.46 |
| Swift Engy 7.125% | --- | --- | 3.44 |
| Comstock Res 8.375% | --- | --- | 3.18 |
| Williams Clayton Engy 7.75% | --- | --- | 3.02 |
| Homer City Fdg 8.137% | --- | --- | 3.01 |
