| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
4
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.21 | 5.21 |
| Stocks | 77.39 | 77.39 |
| Bonds | 0.0 | 0.0 |
| Other | 0.22 | 0.22 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 17.09 | 17.09 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.09 | 0.09 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| iShares MSCI Emerging Markets Index | --- | --- | 5.12 |
| iShares MSCI EAFE Index | --- | --- | 4.64 |
| Oppenheimer International Growth Y | --- | --- | 4.12 |
| Marathon Petroleum Corp | MPC | 17.17 | 3.82 |
| Oppenheimer Developing Markets Y | --- | --- | 3.69 |
| Valero Energy Corporation | VLO | 14.24 | 2.57 |
| RLJ Lodging Trust | RLJ | 17.73 | 2.32 |
| Tesoro Corporation | TSO | 15.94 | 2.32 |
| Weyerhaeuser Co | WY | 8.95 | 2.17 |
| Northrop Grumman Corp | NOC | 12.76 | 2.17 |
