| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.45 | 7.45 |
| Stocks | 40.37 | 40.37 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 52.18 | 52.18 |
| 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 | |
|---|---|---|---|
| American Water Works Co Inc | AWK | 12.47 | 5.5 |
| Koninklijke Philips Electronics NV ADR | PHG | 3.09 | 5.2 |
| Veolia Environnement SA ADR | VE | 11.52 | 5.06 |
| South Jersey Industries | SJI | 19.71 | 4.98 |
| WGL Holdings, Inc. | WGL | 15.72 | 4.98 |
| New Jersey Resources Corporation | NJR | 15.8 | 4.91 |
| Schneider Electric | SU | --- | 4.85 |
| EDP Renovaveis SA | EDPR | --- | 4.81 |
| Johnson Controls Inc | JCI | 13.07 | 4.66 |
| Owens-Corning, Inc. | OC | 11.71 | 4.58 |
