| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
3
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 17.43 | 0.0 | 17.43 |
| Stocks | 75.6 | 0.0 | 75.6 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.2 | -0.2 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 5.9 | 0.0 | 5.9 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 1.28 | 0.0 | 1.28 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Loews Corporation | L | 12.9 | 7.48 |
| Chesapeake Energy Corp | CHK | 34.51 | 6.85 |
| Directv | DTV | 22.93 | 6.39 |
| FedEx Corporation | FDX | 6.67 | 6.13 |
| Dell Inc | DELL | 33.43 | 5.42 |
| Consol Energy Inc | CNX | 8.61 | 5.19 |
| Travelers Companies, Inc. | TRV | 17.27 | 4.94 |
| Royal Philips Electronics NV | PHGFF | 12.28 | 4.93 |
| Aon plc | AON | 14.9 | 4.92 |
| Bank of New York Mellon Corp | BK | 18.64 | 4.89 |
