| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.95 | 0.0 | 2.95 |
| Stocks | 82.34 | 0.0 | 82.34 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 1.27 | -1.27 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 15.98 | 0.0 | 15.98 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 25.29 | 2.83 |
| Travelers Companies, Inc. | TRV | 17.27 | 2.69 |
| Walgreen Company | WAG | 32.53 | 2.68 |
| Johnson & Johnson | JNJ | 22.65 | 2.68 |
| General Electric Co | GE | 13.53 | 2.67 |
| W. P. Carey Inc | WPC | 30.74 | 2.56 |
| SPDR EURO STOXX 50 | --- | --- | 2.53 |
| Wells Fargo & Co | WFC | 20.77 | 2.5 |
| Sun Communities | SUI | 27.3 | 2.47 |
| Dow Chemical Co | DOW | 7.21 | 2.36 |
