| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
5
5
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.61 | 3.61 |
| Stocks | 92.32 | 92.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.07 | 4.07 |
| 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 | |
|---|---|---|---|
| Duke Energy Corporation | DUK | 18.58 | 13.19 |
| American Electric Power Co Inc | AEP | 21.13 | 7.63 |
| PG&E Corp | PCG | 19.75 | 7.17 |
| Sempra Energy | SRE | 16.62 | 6.73 |
| Edison International | EIX | 16.81 | 5.78 |
| CenterPoint Energy Inc | CNP | 27.52 | 5.15 |
| FirstEnergy Corp | FE | 12.14 | 4.71 |
| AES Corp | AES | 29.72 | 4.68 |
| NiSource Inc | NI | 24.91 | 3.83 |
| Southern Co | SO | 12.89 | 3.78 |
