| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 36.51 | 0.0 | 36.51 |
| Stocks | 60.8 | 0.0 | 60.8 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 2.95 | 3.4 | -0.45 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 3.15 | 0.0 | 3.15 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| SPDR S&P 500 | --- | --- | 32.52 |
| Apple Inc | AAPL | -14.23 | 2.08 |
| Citigroup Inc | C | 31.4 | 1.44 |
| McDonald's Corporation | MCD | 12.8 | 1.23 |
| WellPoint Inc | WLP | 27.83 | 1.16 |
| F5 Networks, Inc. | FFIV | -18.52 | 1.08 |
| SINA Corporation | SINA | 13.74 | 1.06 |
| Devon Energy Corp | DVN | 10.97 | 1.04 |
| Cirrus Logic, Inc. | CRUS | -36.59 | 1.04 |
| Johnson & Johnson | JNJ | 22.65 | 1.04 |
