| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.06 | 0.0 | 1.06 |
| Stocks | 36.51 | 0.0 | 36.51 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.11 | 1.06 | -0.95 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 63.38 | 0.0 | 63.38 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Microsoft Corporation | MSFT | 23.36 | 2.79 |
| PepsiCo Inc | PEP | 20.92 | 2.7 |
| Chesapeake Energy Corp | CHK | 16.52 | 2.59 |
| GDF Suez | GSZ | --- | 2.57 |
| BP PLC | BPAQF | 4.81 | 2.35 |
| Total SA | FP | --- | 2.26 |
| Pfizer Inc | PFE | 16.19 | 2.22 |
| Eni SpA | ENI | --- | 2.22 |
| Safeway Inc. | SWY | 26.45 | 2.19 |
| Western Digital Corporation | WDC | 29.56 | 2.15 |
