| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
5
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.34 | 0.0 | 2.34 |
| Stocks | 93.3 | 0.0 | 93.3 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.36 | 0.0 | 4.36 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Chevron Corp | CVX | 16.51 | 2.32 |
| BlackRock Inc | BLK | 35.46 | 2.18 |
| AT&T Inc | T | 6.7 | 2.06 |
| International Business Machines Corp | IBM | 10.02 | 1.91 |
| Marathon Oil Corp | MRO | 16.76 | 1.9 |
| Exxon Mobil Corporation | XOM | 7.06 | 1.86 |
| eBay Inc | EBAY | 4.73 | 1.81 |
| Kroger Co | KR | 31.21 | 1.79 |
| Travelers Companies, Inc. | TRV | 17.27 | 1.64 |
| Google, Inc. Class A | GOOG | 22.65 | 1.6 |
