| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.34 | 4.34 |
| Stocks | 93.35 | 93.35 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.31 | 2.31 |
| 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 | |
|---|---|---|---|
| Walt Disney Co | DIS | 26.95 | 14.6 |
| Comcast Corp Class A | CMCSA | 12.57 | 11.71 |
| Time Warner Inc | TWX | 24.96 | 7.91 |
| News Corporation Class A | NWSA | 22.36 | 6.87 |
| Directv | DTV | 12.94 | 4.64 |
| CBS Corporation Class B | CBS | 22.26 | 4.6 |
| Time Warner Cable Inc | TWC | -2.23 | 4.5 |
| Viacom, Inc. Class B | VIAB | 25.47 | 4.09 |
| Omnicom Group, Inc. | OMC | 19.5 | 2.67 |
| Discovery Communications Inc | DISCK | 20.62 | 2.32 |
