| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
4
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.55 | 6.55 |
| Stocks | 84.99 | 84.99 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.28 | 8.28 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.18 | 0.18 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Dell Inc | DELL | 32.25 | 2.56 |
| Murphy Oil Corporation | MUR | 2.62 | 2.05 |
| Chesapeake Energy Corp | CHK | 16.52 | 2.04 |
| Bank of New York Mellon Corp | BK | 8.87 | 2.03 |
| FedEx Corporation | FDX | 0.46 | 2.03 |
| Directv | DTV | 12.94 | 1.91 |
| Mondelez International Inc | MDLZ | 24.11 | 1.88 |
| Consol Energy Inc | CNX | 4.33 | 1.79 |
| Loews Corporation | L | 10.07 | 1.76 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.73 |
