| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.24 | 5.02 | 0.22 |
| Stocks | 93.1 | 0.0 | 93.1 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.68 | 0.0 | 6.68 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| S&P Mid 400 Emini Jun13 | --- | --- | 5.02 |
| Hartford Financial Services Group Inc | HIG | 24.15 | 1.27 |
| SLM Corp | SLM | 20.96 | 1.22 |
| M&T Bank Corp | MTB | 1.8 | 1.18 |
| Ventas Inc | VTR | 23.79 | 1.15 |
| Marathon Petroleum Corp | MPC | 17.17 | 1.15 |
| Invesco Ltd. | IVZ | 21.17 | 1.14 |
| PPL Corp | PPL | 17.46 | 1.04 |
| AvalonBay Communities Inc | AVB | -1.68 | 1.04 |
| XL Group PLC | XL | 23.82 | 0.98 |
