| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 18.73 | 18.73 |
| Stocks | 67.08 | 67.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 14.2 | 14.2 |
| 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 | |
|---|---|---|---|
| International Business Machines Corp | IBM | 4.66 | 5.09 |
| Western Union Company | WU | 15.83 | 4.12 |
| Allstate Corp | ALL | 21.11 | 3.99 |
| Boeing Co | BA | 21.64 | 3.84 |
| Staples, Inc. | SPLS | 15.79 | 3.75 |
| AT&T Inc | T | 14.09 | 3.56 |
| Baker Hughes Inc. | BHI | 9.28 | 3.54 |
| Nippon Telegraph & Telephone Corp ADR | NTT | 18.21 | 3.39 |
| Marsh & McLennan Companies, Inc. | MMC | 11.08 | 3.19 |
| Teva Pharmaceutical Industries Ltd ADR | TEVA | 2.75 | 3.14 |
