| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
4
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.12 | 1.12 |
| Stocks | 83.28 | 83.28 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.61 | 15.61 |
| 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 | |
|---|---|---|---|
| Murphy Oil Corporation | MUR | 2.62 | 1.31 |
| Seagate Technology PLC | STX | 21.43 | 1.29 |
| Valero Energy Corporation | VLO | 14.24 | 1.27 |
| Clorox Company | CLX | 17.84 | 1.24 |
| KeyCorp | KEY | 17.93 | 1.22 |
| Eastman Chemical Company | EMN | -5.42 | 1.22 |
| ConAgra Foods, Inc. | CAG | 20.31 | 1.22 |
| Discover Financial Services | DFS | 13.75 | 1.21 |
| Loews Corporation | L | 10.07 | 1.2 |
| Magna International Inc. Class A | MGA | 20.23 | 1.18 |
