| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
4
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.69 | 0.69 |
| Stocks | 87.9 | 87.9 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 11.4 | 11.4 |
| 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 | |
|---|---|---|---|
| Capital One Financial Corp | COF | -0.91 | 2.46 |
| SLM Corp | SLM | 20.96 | 2.35 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.3 |
| Citigroup Inc | C | 15.98 | 2.15 |
| AT&T Inc | T | 14.09 | 2.12 |
| Stanley Black & Decker Inc | SWK | 1.19 | 2.09 |
| Johnson & Johnson | JNJ | 21.03 | 2.07 |
| Wells Fargo & Co | WFC | 10.33 | 1.94 |
| Pentair Ltd | PNR | 9.79 | 1.91 |
| Rockwood Holdings Inc | ROC | 26.47 | 1.81 |
