| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.34 | 0.34 |
| Stocks | 84.02 | 84.02 |
| Bonds | 0.0 | 0.0 |
| Other | 2.82 | 2.82 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 12.81 | 12.81 |
| 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 | |
|---|---|---|---|
| United Parcel Service Inc (UPS) Class B | UPS | 15.88 | 6.19 |
| Union Pacific Corp | UNP | 16.42 | 5.6 |
| Ford Motor Co | F | 4.86 | 4.82 |
| General Motors Co | GM | 4.68 | 4.19 |
| FedEx Corporation | FDX | 0.46 | 3.6 |
| CSX Corp | CSX | 22.71 | 3.47 |
| Norfolk Southern Corporation | NSC | 23.22 | 3.4 |
| Johnson Controls Inc | JCI | 13.07 | 3.34 |
| Delta Air Lines Inc | DAL | 41.87 | 2.59 |
| Delphi Automotive PLC | DLPH | 19.32 | 2.46 |
