| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
3
1
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 15.22 | 15.22 |
| Stocks | 71.3 | 71.3 |
| Bonds | 1.21 | 1.21 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 11.84 | 11.84 |
| Convertible | 0.1 | 0.1 |
| Preferred | 0.33 | 0.33 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| LyondellBasell Industries NV | LYB | 19.48 | 8.41 |
| Service Corporation International, Inc. | SCI | 29.11 | 4.16 |
| AES Corp | AES | 15.61 | 2.99 |
| General Motors Co | GM | 19.39 | 2.78 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.72 |
| HollyFrontier Corp | HFC | 6.27 | 2.48 |
| Tenet Healthcare Corp | THC | 44.87 | 2.16 |
| Ford Motor Co | F | 24.25 | 1.9 |
| GameStop Corp Class A | GME | 39.3 | 1.58 |
| Cinemark Holdings Inc | CNK | 12.05 | 1.58 |
