| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
3
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.71 | 0.71 |
| Stocks | 94.23 | 94.23 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.06 | 5.06 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Eaton Corporation PLC | ETN | 23.77 | 2.16 |
| Fifth Third Bancorp | FITB | 20.46 | 2.03 |
| Edison International | EIX | 2.47 | 1.97 |
| Noble Energy Inc | NBL | 14.08 | 1.78 |
| Marathon Petroleum Corp | MPC | 31.3 | 1.65 |
| Sprint Nextel Corp | S | 27.34 | 1.62 |
| Principal Financial Group | PFG | 33.8 | 1.58 |
| Dover Corporation | DOV | 21.34 | 1.58 |
| Macy's Inc | M | 25.45 | 1.55 |
| Hertz Global Holdings Inc | HTZ | 56.98 | 1.54 |
