| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.43 | 0.09 | 1.34 |
| Stocks | 86.55 | 0.0 | 86.55 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 11.25 | 0.0 | 11.25 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.86 | 0.0 | 0.86 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| CMS Energy Corp | CMS | 22.89 | 1.26 |
| AmerisourceBergen Corp | ABC | 25.17 | 1.21 |
| Northeast Utilities | NU | 16.01 | 1.19 |
| Delphi Automotive PLC | DLPH | 19.32 | 1.16 |
| Stanley Black & Decker Inc | SWK | 1.19 | 1.16 |
| J.M. Smucker Co. | SJM | 19.01 | 1.11 |
| Spectra Energy Corp | SE | 13.64 | 1.07 |
| Bunge Ltd | BG | -2.09 | 1.03 |
| Coca-Cola Enterprises Inc | CCE | 15.35 | 1.01 |
| KeyCorp | KEY | 17.93 | 1.0 |
