| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
3
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.41 | 4.41 |
| Stocks | 92.84 | 92.84 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.75 | 2.75 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Republic Services Inc Class A | RSG | 17.99 | 4.79 |
| Safeway Inc. | SWY | 29.22 | 4.39 |
| Crown Holdings Inc | CCK | 15.13 | 4.32 |
| ONEOK, Inc. | OKE | 7.51 | 4.26 |
| International Paper Co. | IP | 16.79 | 4.23 |
| Beam Inc | BEAM | 7.27 | 3.88 |
| Dominion Resources Inc | D | 8.33 | 3.88 |
| Owens-Illinois Inc | OI | 29.62 | 3.83 |
| Nabors Industries Ltd | NBR | 14.95 | 3.52 |
| Big Lots, Inc. | BIG | 16.9 | 3.43 |
