| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.72 | 0.72 |
| Stocks | 61.02 | 61.02 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 38.25 | 38.25 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Mattel, Inc. | MAT | 23.68 | 3.08 |
| Genuine Parts Company | GPC | 18.21 | 3.02 |
| Hubbell, Inc. Class B | HUB.B | 10.75 | 2.83 |
| China Petroleum & Chemical Corporation ADR | SNP | -5.41 | 2.79 |
| Bank of Montreal | BMO | 3.26 | 2.71 |
| McDonald's Corporation | MCD | 15.8 | 2.68 |
| Westpac Banking Corp ADR | WBK | 25.99 | 2.65 |
| Bank of Nova Scotia | BNS | 0.14 | 2.52 |
| ABB, Ltd. ADR | ABB | 10.91 | 2.32 |
| Unilever PLC ADR | UL | 12.54 | 2.29 |
