| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.46 | 3.46 |
| Stocks | 93.89 | 93.89 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.65 | 2.65 |
| 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 | |
|---|---|---|---|
| Safeway Inc. | SWY | 26.45 | 6.21 |
| Republic Services Inc Class A | RSG | 17.06 | 4.6 |
| Crown Holdings Inc | CCK | 14.56 | 4.38 |
| International Paper Co. | IP | 15.94 | 4.16 |
| ONEOK, Inc. | OKE | 13.66 | 4.06 |
| Owens-Illinois Inc | OI | 23.6 | 3.85 |
| Beam Inc | BEAM | 5.61 | 3.77 |
| Williams Companies Inc | WMB | 15.6 | 3.75 |
| Dominion Resources Inc | D | 19.12 | 3.62 |
| Nabors Industries Ltd | NBR | 1.59 | 3.56 |
