| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 25.29 | 4.59 | 20.69 |
| Stocks | 44.08 | 7.27 | 36.8 |
| Bonds | 15.56 | 0.54 | 15.02 |
| Other | 5.77 | 1.64 | 4.13 |
| Foreign Bonds | 8.39 | 1.47 | 6.92 |
| Foreign Stocks | 16.38 | 2.85 | 13.53 |
| Convertible | 2.54 | 0.0 | 2.54 |
| Preferred | 0.38 | 0.02 | 0.36 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Touchstone Merger Arbitrage Instl | 6.57 |
| MainStay Marketfield I | 6.29 |
| Calamos Market Neutral Income A | 5.41 |
| First Eagle Global A | 4.84 |
| FPA Crescent | 4.68 |
| Wasatch Long/Short Investor | 4.34 |
| TFS Market Neutral | 4.04 |
| ING Global Real Estate I | 4.0 |
| Merger | 3.72 |
| Berwyn Income | 3.67 |
