| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
4
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.89 | 1.89 |
| Stocks | 97.79 | 97.79 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.32 | 0.32 |
| 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 3.31 |
| Safeway Inc. | SWY | 26.45 | 3.03 |
| Smithfield Foods, Inc. | SFD | 17.25 | 2.95 |
| ConocoPhillips | COP | 4.62 | 2.93 |
| AT&T Inc | T | 14.09 | 2.68 |
| Prudential Financial Inc | PRU | 11.91 | 2.64 |
| Ameriprise Financial Inc | AMP | 17.21 | 2.56 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.48 |
| Southwest Airlines Co | LUV | 31.74 | 2.32 |
| Travelers Companies, Inc. | TRV | 17.74 | 2.16 |
