| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.77 | 0.41 | 2.36 |
| Stocks | 87.33 | 0.0 | 87.33 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 10.31 | 0.0 | 10.31 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| McDonald's Corporation | MCD | 15.8 | 4.16 |
| HJ Heinz Company | HNZ | 26.41 | 3.62 |
| Kinder Morgan, Inc. | KMI | 11.18 | 3.38 |
| Williams Companies Inc | WMB | 15.6 | 3.22 |
| ONEOK, Inc. | OKE | 13.66 | 3.05 |
| Abbott Laboratories | ABT | 18.6 | 2.99 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 2.82 |
| Intel Corp | INTC | 17.43 | 2.81 |
| Philip Morris International, Inc. | PM | 15.4 | 2.8 |
| United Technologies Corp | UTX | 11.68 | 2.74 |
