| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.34 | 2.34 |
| Stocks | 88.44 | 88.44 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.22 | 9.22 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| SunTrust Banks Inc | STI | 2.26 | 7.14 |
| Toll Brothers Inc | TOL | 4.83 | 5.5 |
| JPMorgan Chase & Co | JPM | 10.55 | 5.33 |
| Citigroup Inc | C | 15.98 | 5.12 |
| Peabody Energy Corporation | BTU | -25.08 | 4.9 |
| Arch Coal Inc | ACI | -32.79 | 4.86 |
| Chesapeake Energy Corp | CHK | 16.52 | 4.71 |
| NVR, Inc. | NVR | 10.39 | 4.39 |
| ACE Ltd | ACE | 11.27 | 4.21 |
| Bank of America Corporation | BAC | 4.65 | 3.59 |
