| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
3
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 73.58 | 73.58 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 26.42 | 26.42 |
| 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 | |
|---|---|---|---|
| Dell Inc | DELL | 32.25 | 5.81 |
| Medtronic, Inc. | MDT | 14.36 | 5.02 |
| FedEx Corporation | FDX | 0.46 | 4.39 |
| ACE Ltd | ACE | 11.27 | 4.28 |
| Directv | DTV | 12.94 | 4.06 |
| CVS Caremark Corp | CVS | 22.44 | 3.88 |
| CIT Group Inc | CIT | 9.06 | 3.78 |
| Marathon Oil Corp | MRO | 4.57 | 3.56 |
| Chesapeake Energy Corp | CHK | 16.52 | 3.32 |
| Cigna Corp | CI | 22.37 | 3.23 |
