| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 43.81 | 43.81 |
| Stocks | 55.82 | 55.82 |
| Bonds | 0.0 | 0.0 |
| Other | 0.38 | 0.38 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Wal-Mart Stores Inc | WMT | 15.1 | 3.17 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.74 |
| Home Depot, Inc. | HD | 18.27 | 2.71 |
| McDonald's Corporation | MCD | 15.8 | 2.58 |
| Walt Disney Co | DIS | 26.95 | 2.58 |
| Amazon.com Inc | AMZN | -1.05 | 2.56 |
| eBay Inc | EBAY | 2.75 | 1.76 |
| CVS Caremark Corp | CVS | 22.44 | 1.73 |
| News Corporation Class A | NWSA | 22.36 | 1.51 |
| Time Warner Inc | TWX | 24.96 | 1.29 |
