| Scorecard |
|---|
|
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|
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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.32 | 2.32 |
| Stocks | 91.04 | 91.04 |
| Bonds | 0.0 | 0.0 |
| Other | 0.03 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.61 | 6.61 |
| 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 | |
|---|---|---|---|
| Ameriprise Financial Inc | AMP | 17.21 | 2.35 |
| Eaton Corporation PLC | ETN | 10.17 | 1.99 |
| ConAgra Foods, Inc. | CAG | 20.31 | 1.86 |
| Cigna Corp | CI | 22.37 | 1.85 |
| TE Connectivity Ltd | TEL | 15.09 | 1.72 |
| Hartford Financial Services Group Inc | HIG | 24.15 | 1.64 |
| Dover Corporation | DOV | 4.06 | 1.63 |
| Ventas Inc | VTR | 23.79 | 1.62 |
| Xerox Corporation | XRX | 22.98 | 1.62 |
| Pentair Ltd | PNR | 9.79 | 1.6 |
