| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.08 | 4.08 |
| Stocks | 90.89 | 90.89 |
| Bonds | 0.0 | 0.0 |
| Other | 2.84 | 2.84 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.18 | 2.18 |
| 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 | |
|---|---|---|---|
| Vanguard Mid-Cap ETF | --- | --- | 3.03 |
| JPMorgan Alerian MLP Index ETN | --- | --- | 2.67 |
| iShares Core S&P Mid-Cap ETF | --- | --- | 2.34 |
| SPDR S&P MidCap 400 | --- | --- | 2.28 |
| Guggenheim Mid-Cap Core | --- | --- | 2.18 |
| Stericycle, Inc. | SRCL | 15.52 | 1.73 |
| Alliance Data Systems Corporation | ADS | 17.74 | 1.66 |
| Church & Dwight Company, Inc. | CHD | 17.94 | 1.52 |
| Colonial Properties Trust | CLP | 7.25 | 1.48 |
| ONEOK, Inc. | OKE | 13.66 | 1.25 |
