| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
3
2
2
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.42 | 1.42 |
| Stocks | 39.79 | 39.79 |
| Bonds | 21.93 | 21.93 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.04 | 0.04 |
| Foreign Stocks | 21.21 | 21.21 |
| Convertible | 0.0 | 0.0 |
| Preferred | 15.6 | 15.6 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Medical Action Industries | MDCI | 198.14 | 5.97 |
| Cott Corp | COT | 2.07 | 3.6 |
| Boston Scientific, Inc. | BSX | 64.22 | 3.43 |
| Archer-Daniels Midland Company | ADM | 20.59 | 3.27 |
| Molson Coors Brewing Company | TAP | 17.39 | 3.18 |
| Hartford Financial Services Group Inc | HIG | 34.22 | 2.81 |
| Hospira, Inc. | HSP | 12.96 | 2.79 |
| Forest Laboratories, Inc. | FRX | 13.62 | 2.78 |
| Teva Pharmaceutical Industries Ltd ADR | TEVA | 4.55 | 2.7 |
| Aegon N V Pfd | --- | --- | 2.39 |
