| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
5
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 8.27 | 0.0 | 8.27 |
| Stocks | 70.49 | 5.95 | 64.54 |
| Bonds | 12.17 | 0.0 | 12.17 |
| Other | 0.93 | 7.22 | -6.29 |
| Foreign Bonds | 0.83 | 0.0 | 0.83 |
| Foreign Stocks | 10.51 | 2.87 | 7.64 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 12.84 | 0.0 | 12.84 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| NYSE Euronext, Inc. | NYX | 26.09 | 4.4 |
| Cymer, Inc. | CYMI | 15.35 | 3.3 |
| General Elec Cap FRN | --- | --- | 3.18 |
| HJ Heinz Company | HNZ | 26.41 | 3.15 |
| General Motors Co | GM | 4.68 | 2.79 |
| ASML Holding NV ADR | ASML | 15.89 | 2.73 |
| Hess Corp | HES | 33.7 | 2.69 |
| Plains Exploration & Production Company | PXP | -3.81 | 2.64 |
| Virgin Media Inc | VMED | 35.07 | 2.48 |
| American International Group Inc | AIG | 16.69 | 2.42 |
