| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.61 | 0.0 | 7.61 |
| Stocks | 91.52 | 0.0 | 91.52 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 1.89 | 3.05 | -1.16 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 2.03 | 0.0 | 2.03 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Lorillard, Inc. | LO | 11.13 | 7.77 |
| Exxon Mobil Corporation | XOM | 1.77 | 6.22 |
| Schlumberger NV | SLB | 6.93 | 5.17 |
| Wal-Mart Stores Inc | WMT | 15.1 | 5.16 |
| E.I. du Pont de Nemours & Company | DD | 19.61 | 5.09 |
| Yum Brands Inc | YUM | 2.82 | 4.96 |
| Freeport-McMoRan Copper & Gold Class B | FCX | -9.4 | 4.57 |
| Dow Chemical Co | DOW | 3.53 | 4.39 |
| Smith & Wesson Holding Corporation | SWHC | 1.66 | 4.35 |
| Coca-Cola Co | KO | 17.21 | 4.19 |
