| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.39 | 0.0 | 2.39 |
| Stocks | 95.73 | 0.0 | 95.73 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.8 | 0.09 | 0.71 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.17 | 0.0 | 1.17 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Bank of America Corporation | BAC | 16.8 | 15.67 |
| MetLife Inc | MET | 36.22 | 4.74 |
| Microsoft Corporation | MSFT | 34.97 | 4.68 |
| Intel Corp | INTC | 24.59 | 4.31 |
| SPDR S&P 500 | --- | --- | 3.31 |
| Alpha Natural Resources Inc | ANR | -31.21 | 2.74 |
| J.C. Penney Co Inc | JCP | -9.89 | 2.56 |
| Hewlett-Packard Co | HPQ | 75.66 | 2.46 |
| Apple Inc | AAPL | -14.23 | 2.4 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.39 |
