| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
5
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 75.46 | 0.18 | 75.28 |
| Stocks | 59.45 | 41.87 | 17.58 |
| Bonds | 1.32 | 1.51 | -0.18 |
| Other | 4.38 | 1.79 | 2.59 |
| Foreign Bonds | 0.34 | 0.32 | 0.01 |
| Foreign Stocks | 8.24 | 4.14 | 4.1 |
| Convertible | 0.37 | 0.0 | 0.37 |
| Preferred | 0.4 | 0.15 | 0.25 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Cfc Multi-Hedged | --- | --- | 3.98 |
| iShares Russell 1000 Value Index | --- | --- | 2.91 |
| Coventry Health Care, Inc. | CVH | 11.79 | 2.88 |
| Alterra Capital Holdings Ltd. | ALTE | 16.03 | 1.99 |
| iShares Russell 1000 Growth Index | --- | --- | 1.97 |
| NYSE Euronext, Inc. | NYX | 27.65 | 1.83 |
| SPDR S&P 500 | --- | --- | 1.58 |
| HJ Heinz Company | HNZ | 26.52 | 1.58 |
| Gardner Denver, Inc. | GDI | 10.31 | 1.56 |
| Virgin Media Inc | VMED | 35.7 | 1.55 |
