| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
3
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.06 | 2.06 |
| Stocks | 96.18 | 96.18 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.76 | 1.76 |
| 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 | |
|---|---|---|---|
| Marathon Petroleum Corp | MPC | 17.17 | 1.85 |
| International Paper Co. | IP | 15.94 | 1.76 |
| Valero Energy Corporation | VLO | 14.24 | 1.67 |
| Cigna Corp | CI | 22.37 | 1.63 |
| Edison International | EIX | 16.81 | 1.59 |
| Vornado Realty Trust | VNO | 10.05 | 1.58 |
| Fifth Third Bancorp | FITB | 10.92 | 1.48 |
| Host Hotels & Resorts Inc | HST | 16.98 | 1.47 |
| Murphy Oil Corporation | MUR | 2.62 | 1.44 |
| SunTrust Banks Inc | STI | 2.26 | 1.44 |
