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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.5 | 1.5 |
| Stocks | 97.16 | 97.16 |
| Bonds | 0.0 | 0.0 |
| Other | 0.03 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.31 | 1.31 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Fifth & Pacific Companies Inc | FNP | 63.21 | 3.72 |
| Citigroup Inc | C | 15.98 | 3.63 |
| Ciena Corporation | CIEN | -8.66 | 3.58 |
| Bank of America Corporation | BAC | 4.65 | 3.5 |
| Oracle Corporation | ORCL | -0.48 | 3.25 |
| Tiffany & Co. | TIF | 28.86 | 3.11 |
| JDS Uniphase Corp (CA) | JDSU | -7.26 | 2.75 |
| Philip Morris International, Inc. | PM | 15.4 | 2.7 |
| AmerisourceBergen Corp | ABC | 25.17 | 2.66 |
| E*Trade Financial Corp | ETFC | 12.63 | 2.49 |
