| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
3
4
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.23 | 1.82 | 0.42 |
| Stocks | 93.56 | 0.0 | 93.56 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.03 | 0.0 | 6.03 |
| 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 | 4.45 |
| Chevron Corp | CVX | 12.05 | 3.99 |
| Wells Fargo & Co | WFC | 10.33 | 3.51 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.97 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.76 |
| Cisco Systems Inc | CSCO | 4.58 | 2.44 |
| Eli Lilly and Company | LLY | 10.97 | 2.34 |
| Marathon Petroleum Corp | MPC | 17.17 | 2.29 |
| Allstate Corp | ALL | 21.11 | 2.16 |
| Phillips 66 | PSX | 12.96 | 2.08 |
