| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
2
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.06 | 5.06 |
| Stocks | 93.85 | 93.85 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.09 | 1.09 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Alliant Energy Corporation | LNT | 22.09 | 2.76 |
| Dr Pepper Snapple Group, Inc. | DPS | 9.64 | 2.5 |
| Annaly Capital Management, Inc. | NLY | 15.95 | 2.43 |
| CMS Energy Corp | CMS | 22.89 | 2.27 |
| Everest Re Group, Ltd. | RE | 21.41 | 2.23 |
| MetroPCS Communications Inc | TMUS | 23.84 | 2.21 |
| Xcel Energy Inc | XEL | 18.72 | 2.14 |
| First Republic Bank (San Francisco, CA) | FRC | 14.49 | 2.13 |
| Wisconsin Energy Corporation | WEC | 21.25 | 2.03 |
| Allstate Corp | ALL | 21.11 | 2.02 |
