| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
4
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.82 | 0.0 | 2.82 |
| Stocks | 88.55 | 0.0 | 88.55 |
| Bonds | 3.93 | 0.0 | 3.93 |
| Other | 0.0 | 0.34 | -0.34 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 5.04 | 0.0 | 5.04 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 4.51 |
| Toyota Mtr Cr FRN | --- | --- | 3.93 |
| Target Corp | TGT | 19.82 | 3.52 |
| Citigroup Inc | C | 15.98 | 3.44 |
| Capital One Financial Corp | COF | -0.91 | 3.25 |
| Aetna Inc | AET | 26.65 | 3.15 |
| Time Warner Cable Inc | TWC | -2.23 | 3.13 |
| Marathon Petroleum Corp | MPC | 17.17 | 3.13 |
| Marathon Oil Corp | MRO | 4.57 | 3.03 |
| Plains All American Pipeline LP | PAA | 26.96 | 2.99 |
