| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.43 | 1.43 |
| Stocks | 97.91 | 97.91 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.66 | 0.66 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Comcast Corp Class A | CMCSA | 8.82 | 7.88 |
| Walt Disney Co | DIS | 28.14 | 6.19 |
| News Corporation Class A | NWSA | 27.66 | 4.67 |
| Time Warner Inc | TWX | 23.72 | 4.05 |
| Lowe's Companies Inc. | LOW | 20.16 | 3.73 |
| Yum Brands Inc | YUM | 4.94 | 3.07 |
| Nike, Inc. Class B | NKE | 22.97 | 3.0 |
| Starbucks Corporation | SBUX | 19.11 | 2.67 |
| TJX Companies | TJX | 19.22 | 2.63 |
| Dollar General Corporation | DG | 21.46 | 2.57 |
