| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
1
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.51 | 0.13 | 3.38 |
| Stocks | 65.31 | 0.0 | 65.31 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.01 | 0.0 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 29.82 | 0.0 | 29.82 |
| Convertible | 0.34 | 0.0 | 0.34 |
| Preferred | 1.14 | 0.0 | 1.14 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Anadarko Petroleum Corp | APC | 12.12 | 3.95 |
| Schlumberger NV | SLB | 6.93 | 3.85 |
| Occidental Petroleum Corporation | OXY | 15.12 | 2.99 |
| Halliburton Company | HAL | 21.66 | 2.87 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.56 |
| Chevron Corp | CVX | 12.05 | 2.48 |
| Devon Energy Corp | DVN | 6.53 | 2.47 |
| Southwestern Energy Company | SWN | 9.34 | 2.4 |
| Noble Energy Inc | NBL | 9.26 | 1.83 |
| National Oilwell Varco, Inc. | NOV | -4.58 | 1.65 |
