| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
1
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.74 | 2.74 |
| Stocks | 70.23 | 70.23 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 27.03 | 27.03 |
| 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 | |
|---|---|---|---|
| Schlumberger NV | SLB | 6.93 | 3.55 |
| Range Resources Corporation | RRC | 14.42 | 1.97 |
| Southwestern Energy Company | SWN | 9.34 | 1.88 |
| Calpine Corp | CPN | 17.93 | 1.84 |
| Hess Corp | HES | 33.7 | 1.81 |
| Praxair, Inc. | PX | 3.96 | 1.78 |
| Potash Corporation of Saskatchewan, Inc. | POT | 4.08 | 1.77 |
| Chevron Corp | CVX | 12.05 | 1.76 |
| Williams Companies Inc | WMB | 15.6 | 1.75 |
| Quanta Services, Inc. | PWR | -0.99 | 1.75 |
