| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
3
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.11 | 3.11 |
| Stocks | 89.47 | 89.47 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.42 | 7.42 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Eaton Corporation PLC | ETN | 10.17 | 4.77 |
| Google, Inc. Class A | GOOG | 15.98 | 4.65 |
| Cabot Oil & Gas Corporation Class A | COG | 33.11 | 4.43 |
| EOG Resources | EOG | -1.33 | 3.95 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.92 |
| Allstate Corp | ALL | 21.11 | 3.73 |
| Covidien PLC | COV | 10.55 | 3.69 |
| NiSource Inc | NI | 24.91 | 3.63 |
| Cardinal Health Inc | CAH | 7.37 | 3.52 |
| Comcast Corp | CMCSK | 11.29 | 3.49 |
