| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.07 | 5.07 |
| Stocks | 79.57 | 79.57 |
| Bonds | 0.0 | 0.0 |
| Other | 0.29 | 0.29 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.06 | 15.06 |
| 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 Tower Corp | AMT | 8.96 | 5.44 |
| Verizon Communications Inc | VZ | 23.48 | 5.35 |
| Amazon.com Inc | AMZN | -1.05 | 5.17 |
| Baidu, Inc. ADR | BIDU | -15.39 | 5.1 |
| Crown Castle International Corp | CCI | 6.53 | 5.08 |
| Comcast Corp Class A | CMCSA | 12.57 | 5.0 |
| AT&T Inc | T | 14.09 | 4.89 |
| Google, Inc. Class A | GOOG | 15.98 | 4.57 |
| Vodafone Group PLC | VODPF | 21.77 | 4.24 |
| Time Warner Cable Inc | TWC | -2.23 | 4.06 |
