| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
1
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.19 | 0.09 | 3.1 |
| Stocks | 78.5 | 0.0 | 78.5 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 18.4 | 0.0 | 18.4 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 4.95 |
| Ingredion Inc | INGR | 10.74 | 3.85 |
| Dril-Quip, Inc. | DRQ | 14.22 | 3.51 |
| Schlumberger NV | SLB | 6.93 | 3.45 |
| Ensco PLC Class A | ESV | -1.97 | 3.43 |
| Kimco Realty Corp | KIM | 23.6 | 3.21 |
| Simon Property Group Inc | SPG | 12.42 | 3.21 |
| Oil States International, Inc. | OIS | 25.37 | 3.17 |
| Bunge Ltd | BG | -2.09 | 3.16 |
| Helmerich & Payne, Inc. | HP | 3.98 | 3.12 |
