| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
5
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 37.92 | 0.01 | 37.92 |
| Stocks | 80.58 | 19.06 | 61.51 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.9 | 0.33 | 0.57 |
| 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 | |
|---|---|---|---|
| Hartford Financial Services Group Inc | HIG | 24.15 | 3.02 |
| Citigroup Inc | C | 15.98 | 3.0 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.9 |
| American International Group Inc | AIG | 16.69 | 2.75 |
| Pfizer Inc | PFE | 16.19 | 2.54 |
| United Technologies Corp | UTX | 11.68 | 2.53 |
| Prudential Financial Inc | PRU | 11.91 | 2.5 |
| EOG Resources | EOG | -1.33 | 2.46 |
| Medtronic, Inc. | MDT | 14.36 | 2.44 |
| Occidental Petroleum Corporation | OXY | 15.12 | 2.38 |
