| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
5
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 42.09 | 42.09 |
| Bonds | 0.0 | 0.0 |
| Other | 3.4 | 3.4 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 53.42 | 53.42 |
| Convertible | 0.0 | 0.0 |
| Preferred | 1.09 | 1.09 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| AIA Group Ltd. | AAIGF | --- | 3.57 |
| LM Ericsson Telephone Company | ERIXF | 18.81 | 3.15 |
| Valero Energy Corporation | VLO | 14.24 | 2.96 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.67 |
| bwin.party digital entertainment PLC | BPTY | --- | 2.56 |
| Credit Suisse Group | CSGN | --- | 2.52 |
| Tyco International Ltd | TYC | 8.75 | 2.31 |
| NRG Energy Inc | NRG | 20.97 | 2.08 |
| Cisco Systems Inc | CSCO | 4.58 | 2.05 |
| Delta Air Lines Inc | DAL | 41.87 | 2.0 |
