| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
1
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.75 | 1.75 |
| Stocks | 79.18 | 79.18 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 19.07 | 19.07 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Hess Corp | HES | 33.7 | 4.72 |
| Chevron Corp | CVX | 12.05 | 4.54 |
| Noble Energy Inc | NBL | 9.26 | 4.42 |
| Schlumberger NV | SLB | 6.93 | 4.26 |
| Valero Energy Corporation | VLO | 14.24 | 4.23 |
| Marathon Oil Corp | MRO | 4.57 | 4.18 |
| Halliburton Company | HAL | 21.66 | 4.04 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.92 |
| Royal Dutch Shell PLC ADR Class A | RDS.A | -0.77 | 3.8 |
| LyondellBasell Industries NV | LYB | 1.49 | 3.58 |
