API Efficient Frontier Value Fund

Scorecard
2 / 5 Stars
Lipper
2 2 3 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.02 0.0 0.02
Stocks 72.52 0.0 72.52
Bonds 0.0 0.0 0.0
Other 1.51 0.0 1.51
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 25.84 0.0 25.84
Convertible 0.0 0.0 0.0
Preferred 0.11 0.0 0.11

Updated 11.30.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 11.30.2013

Ticker YTD Return % % Net Assets
Lincoln National Corp (Radnor, PA) LNC -3.24 0.87
Jazz Pharmaceuticals PLC JAZZ 23.51 0.85
Boeing Co BA -5.52 0.82
Hartford Financial Services Group Inc HIG -4.06 0.76
Lam Research Corporation LRCX -6.12 0.73
Principal Financial Group PFG -9.15 0.73
Reinsurance Group of America Inc RGA -1.02 0.73
Wendy's Arby's Group, Inc. A WEN 7.8 0.73
Delphi Automotive PLC DLPH 10.63 0.72
Electronics for Imaging Inc EFII 14.59 0.72

See Also:

Top American Pension Investors Funds