| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
4
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 75.27 | 0.19 | 75.08 |
| Stocks | 60.75 | 42.52 | 18.23 |
| Bonds | 1.3 | 1.48 | -0.18 |
| Other | 4.92 | 2.21 | 2.71 |
| Foreign Bonds | 0.37 | 0.33 | 0.04 |
| Foreign Stocks | 7.21 | 3.69 | 3.52 |
| Convertible | 0.37 | 0.0 | 0.37 |
| Preferred | 0.39 | 0.16 | 0.23 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Cfc Multi-Hedged | --- | --- | 3.31 |
| iShares Russell 1000 Value Index | --- | --- | 2.94 |
| Coventry Health Care, Inc. | CVH | 11.3 | 2.72 |
| iShares Russell 1000 Growth Index | --- | --- | 1.92 |
| Alterra Capital Holdings Ltd. | ALTE | 16.03 | 1.91 |
| NYSE Euronext, Inc. | NYX | 26.09 | 1.81 |
| SPDR S&P 500 | --- | --- | 1.54 |
| Cascade Corporation | CASC | 1.06 | 1.54 |
| Virgin Media Inc | VMED | 35.07 | 1.47 |
| HJ Heinz Company | HNZ | 26.41 | 1.38 |
