| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.23 | 0.23 |
| Stocks | 99.77 | 99.77 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 4.81 |
| Valero Energy Corporation | VLO | 14.24 | 4.66 |
| Bank of America Corporation | BAC | 4.65 | 4.53 |
| Unum Group | UNM | 31.75 | 4.48 |
| Wells Fargo & Co | WFC | 10.33 | 4.14 |
| Tyson Foods, Inc. Class A | TSN | 25.88 | 3.99 |
| Citigroup Inc | C | 15.98 | 3.74 |
| Marathon Petroleum Corp | MPC | 17.17 | 3.58 |
| Morgan Stanley | MS | 14.8 | 3.57 |
| AES Corp | AES | 29.72 | 3.49 |
