| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 96.37 | 96.37 |
| Bonds | 0.0 | 0.0 |
| Other | 0.69 | 0.69 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.94 | 2.94 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| AT&T Inc | T | 14.09 | 12.42 |
| Verizon Communications Inc | VZ | 23.48 | 9.41 |
| Public Service Enterprise Group Inc | PEG | 20.75 | 4.65 |
| CenturyLink Inc | CTL | -3.55 | 4.59 |
| PPL Corp | PPL | 17.46 | 4.59 |
| PG&E Corp | PCG | 19.75 | 4.52 |
| DTE Energy Holding Company | DTE | 21.67 | 4.23 |
| American Electric Power Co Inc | AEP | 21.13 | 4.22 |
| Entergy Corp | ETR | 13.29 | 3.96 |
| NextEra Energy Inc | NEE | 18.5 | 3.94 |
