| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
2
3
3
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.3 | 1.3 |
| Stocks | 94.62 | 94.62 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.08 | 4.08 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Bank of America Corporation | BAC | 4.65 | 5.26 |
| Citigroup Inc | C | 15.98 | 4.73 |
| Lincoln National Corp (Radnor, PA) | LNC | 29.58 | 4.46 |
| JPMorgan Chase & Co | JPM | 10.55 | 4.43 |
| Allstate Corp | ALL | 21.11 | 4.33 |
| Baxter International Inc. | BAX | 4.05 | 4.25 |
| McGraw-Hill Companies, Inc. | MHP | -0.7 | 4.21 |
| Robert Half International Inc. | RHI | -0.85 | 4.18 |
| Xerox Corporation | XRX | 22.98 | 4.08 |
| TE Connectivity Ltd | TEL | 15.09 | 4.08 |
