| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
2
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.6 | 2.6 |
| Stocks | 66.44 | 66.44 |
| Bonds | 21.17 | 21.17 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 2.92 | 2.92 |
| Foreign Stocks | 6.87 | 6.87 |
| 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 2.87 |
| Goldman Sachs Grp 3% | --- | --- | 2.87 |
| General Electric Co | GE | 6.43 | 2.71 |
| Bmc Software 4.5% | --- | --- | 2.24 |
| AbbVie Inc | ABBV | 35.69 | 2.21 |
| 3M Co | MMM | 13.28 | 2.18 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.16 |
| TransCanada Corp | TRP | 4.04 | 2.1 |
| Google, Inc. Class A | GOOG | 15.98 | 2.09 |
| Constellation Brands Inc. Class A | STZ | 39.11 | 2.09 |
