| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
2
1
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
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 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| LyondellBasell Industries NV | LYB | 1.49 | 8.41 |
| Service Corporation International, Inc. | SCI | 19.62 | 4.16 |
| AES Corp | AES | 29.72 | 2.99 |
| General Motors Co | GM | 4.68 | 2.78 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.72 |
| HollyFrontier Corp | HFC | 4.85 | 2.48 |
| Tenet Healthcare Corp | THC | 36.43 | 2.16 |
| Ford Motor Co | F | 4.86 | 1.9 |
| GameStop Corp Class A | GME | 39.56 | 1.58 |
| Cinemark Holdings Inc | CNK | 19.86 | 1.58 |
