| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
2
4
1
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 93.12 | 93.12 |
| Bonds | 0.0 | 0.0 |
| Other | 1.18 | 1.18 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.7 | 5.7 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Wells Fargo & Co | WFC | 10.33 | 5.46 |
| Apple Inc | AAPL | -16.96 | 4.69 |
| LyondellBasell Industries NV | LYB | 1.49 | 3.76 |
| MDU Resources Group Inc | MDU | 19.5 | 3.45 |
| McDonald's Corporation | MCD | 15.8 | 3.4 |
| Thermo Fisher Scientific Inc | TMO | 26.8 | 3.39 |
| Mondelez International Inc | MDLZ | 24.11 | 3.36 |
| Qualcomm, Inc. | QCOM | 0.5 | 3.14 |
| Johnson & Johnson | JNJ | 21.03 | 3.09 |
| National Oilwell Varco, Inc. | NOV | -4.58 | 3.08 |
