| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.23 | 1.23 |
| Stocks | 82.71 | 82.71 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 16.06 | 16.06 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 9.1 |
| Chevron Corp | CVX | 12.05 | 8.7 |
| Schlumberger NV | SLB | 6.93 | 6.84 |
| Occidental Petroleum Corporation | OXY | 15.12 | 4.58 |
| Anadarko Petroleum Corp | APC | 12.12 | 3.95 |
| Halliburton Company | HAL | 21.66 | 3.41 |
| EOG Resources | EOG | -1.33 | 3.24 |
| Suncor Energy Inc | SU | -7.53 | 2.62 |
| Range Resources Corporation | RRC | 14.42 | 2.47 |
| Goldcorp, Inc. | GG | -20.84 | 2.35 |
