| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 21.08 | 0.0 | 21.08 |
| Stocks | 83.09 | 11.29 | 71.8 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.01 | 0.55 | -0.53 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 7.65 | 0.0 | 7.65 |
| 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 | |
|---|---|---|---|
| Denbury Resources Inc | DNR | 8.4 | 5.49 |
| Apple Inc | AAPL | -16.96 | 5.17 |
| Loews Corporation | L | 10.07 | 3.89 |
| Mosaic Co | MOS | 7.35 | 3.59 |
| Patterson-UTI Energy, Inc. | PTEN | 12.18 | 3.08 |
| General Motors Co | GM | 4.68 | 2.94 |
| Unum Group | UNM | 31.75 | 2.63 |
| Cisco Systems Inc | CSCO | 4.58 | 2.57 |
| Halliburton Company | HAL | 21.66 | 2.42 |
| Interpublic Group of Cos Inc | IPG | 23.91 | 2.41 |
