| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.86 | 0.0 | 0.86 |
| Stocks | 94.93 | 0.0 | 94.93 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.1 | 0.03 | 0.08 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.13 | 0.0 | 4.13 |
| 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 | |
|---|---|---|---|
| Bank of America Corporation | BAC | 4.65 | 16.04 |
| Hewlett-Packard Co | HPQ | 43.73 | 5.94 |
| MetLife Inc | MET | 17.14 | 4.78 |
| Morgan Stanley | MS | 14.8 | 4.68 |
| Alpha Natural Resources Inc | ANR | -23.31 | 3.13 |
| Kohl's Corp | KSS | 9.24 | 3.04 |
| Noble Corporation | NE | 5.92 | 2.78 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.4 |
| Citigroup Inc | C | 15.98 | 2.27 |
| Spirit AeroSystems Holdings, Inc. | SPR | 16.32 | 2.23 |
