| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.54 | 5.33 | 0.21 |
| Stocks | 89.4 | 0.0 | 89.4 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 10.39 | 0.0 | 10.39 |
| 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 | --- | --- | 5.33 |
| Cigna Corp | CI | 22.37 | 2.63 |
| Fifth Third Bancorp | FITB | 10.92 | 2.42 |
| Omnicare Inc | OCR | 20.89 | 1.87 |
| International Paper Co. | IP | 15.94 | 1.52 |
| Valero Energy Corporation | VLO | 14.24 | 1.49 |
| CA, Inc. | CA | 23.07 | 1.47 |
| Discover Financial Services | DFS | 13.75 | 1.43 |
| Pinnacle West Capital | PNW | 20.97 | 1.29 |
| Marathon Petroleum Corp | MPC | 17.17 | 1.27 |
