| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
5
1
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.8 | 4.8 |
| Stocks | 90.19 | 90.19 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.01 | 5.01 |
| 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 | |
|---|---|---|---|
| American Electric Power Co Inc | AEP | 21.13 | 5.6 |
| Portland General Electric Company | POR | 17.98 | 5.23 |
| Pepco Holdings Inc | POM | 15.91 | 5.21 |
| National Grid PLC | NGGTF | 7.91 | 5.01 |
| Exelon Corp | EXC | 25.34 | 4.81 |
| Xcel Energy Inc | XEL | 18.72 | 4.59 |
| Southern Co | SO | 12.89 | 4.57 |
| Dominion Resources Inc | D | 19.12 | 4.27 |
| Sempra Energy | SRE | 16.62 | 4.07 |
| Duke Energy Corporation | DUK | 18.58 | 3.96 |
