| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.76 | 6.76 |
| Stocks | 85.08 | 85.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.97 | 7.97 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.19 | 0.19 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Dell Inc | DELL | 33.43 | 2.37 |
| Bank of New York Mellon Corp | BK | 18.64 | 2.0 |
| Murphy Oil Corporation | MUR | 7.38 | 1.98 |
| Chesapeake Energy Corp | CHK | 34.51 | 1.93 |
| FedEx Corporation | FDX | 6.67 | 1.92 |
| Mondelez International Inc | MDLZ | 17.35 | 1.91 |
| Directv | DTV | 22.93 | 1.89 |
| JPMorgan Chase & Co | JPM | 25.29 | 1.77 |
| Loews Corporation | L | 12.9 | 1.77 |
| Consol Energy Inc | CNX | 8.61 | 1.77 |
