| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.04 | 4.04 |
| Stocks | 90.01 | 90.01 |
| Bonds | 0.0 | 0.0 |
| Other | 0.18 | 0.18 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.77 | 5.77 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Eaton Corporation PLC | ETN | 10.17 | 1.18 |
| Marathon Petroleum Corp | MPC | 17.17 | 1.13 |
| Sempra Energy | SRE | 16.62 | 1.06 |
| CIT Group Inc | CIT | 9.06 | 0.98 |
| Fifth Third Bancorp | FITB | 10.92 | 0.97 |
| W. R. Grace & Co. | GRA | 12.88 | 0.94 |
| Ameriprise Financial Inc | AMP | 17.21 | 0.93 |
| Edison International | EIX | 16.81 | 0.91 |
| Noble Energy Inc | NBL | 9.26 | 0.9 |
| Anadarko Petroleum Corp | APC | 12.12 | 0.85 |
