| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
5
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.77 | 7.77 |
| Stocks | 44.73 | 44.73 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 47.5 | 47.5 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| CME Group, Inc. Class A | CME | 36.61 | 3.97 |
| American International Group Inc | AIG | 26.77 | 3.77 |
| SES SA DR | 28734 | --- | 3.58 |
| SCOR SE | SZCRF | 20.6 | 3.44 |
| Boeing Co | BA | 34.97 | 3.33 |
| Experian PLC | EXPGF | 16.26 | 3.29 |
| UnitedHealth Group Inc | UNH | 16.17 | 3.27 |
| Citigroup Inc | C | 31.4 | 3.21 |
| Linde AG | LIN | --- | 3.2 |
| Samsung Electronics Co Ltd GDR | SSNHY | --- | 3.2 |
