| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
2
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.6 | 1.67 | 2.93 |
| Stocks | 71.93 | 0.0 | 71.93 |
| Bonds | 1.12 | 0.0 | 1.12 |
| Other | 2.77 | 0.0 | 2.76 |
| Foreign Bonds | 0.6 | 0.0 | 0.6 |
| Foreign Stocks | 20.58 | 0.0 | 20.58 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.08 | 0.0 | 0.08 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| % Net Assets | |
|---|---|
| SPDR S&P 500 | 7.44 |
| Vanguard Dividend Appreciation ETF | 6.95 |
| Energy Select Sector SPDR | 5.35 |
| iShares Russell 1000 Growth Index | 4.58 |
| PowerShares QQQ | 4.49 |
| Technology Select Sector SPDR | 4.12 |
| iShares S&P Global 100 Index | 3.97 |
| iShares MSCI EAFE Index | 3.55 |
| Vanguard Large Cap ETF | 3.44 |
| iShares MSCI Emerging Markets Index | 3.28 |
