|RETURN AND EXPENSE COMPARISON (as of Jan 2015)|
|1 Month:||-2.65%||1 Year:||-1.14%|
|3 Month:||6.28%||3 Year:||14.01%|
|6 Month:||-1.59%||5 Year;||10.04%|
|Last Cap Gain||0.0|
|RETURN AND VOLATILITY MEASURES|
|1 Year||3 Year|
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
|Top Ten Holdings|
|Wells Fargo & Co||8.3%|
|Berkshire Hathaway Inc||8.09%|
|JPMorgan Chase & Co||7.98%|
|Bank of America Corp||5.76%|
|American International Group Inc||2.62%|
|Goldman Sachs Group Inc||2.38%|
|Simon Property Group Inc||1.96%|
|American Express Co||1.94%|
|MOST RECENT RATINGS CHANGES|
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