| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.26 | 2.26 |
| Stocks | 97.74 | 97.74 |
| 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 | |
|---|---|---|---|
| Halliburton Company | HAL | 21.66 | 3.32 |
| Safeway Inc. | SWY | 26.45 | 3.17 |
| Motorola Solutions, Inc. | MSI | 1.71 | 3.16 |
| Archer-Daniels Midland Company | ADM | 23.29 | 3.11 |
| Allstate Corp | ALL | 21.11 | 3.09 |
| Lowe's Companies Inc. | LOW | 8.39 | 3.06 |
| Waste Management Inc | WM | 21.27 | 3.02 |
| Bank of New York Mellon Corp | BK | 8.87 | 3.02 |
| Travelers Companies, Inc. | TRV | 17.74 | 3.01 |
| Verizon Communications Inc | VZ | 23.48 | 3.01 |
