| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.66 | 1.66 |
| Stocks | 95.92 | 95.92 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.42 | 2.42 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Philip Morris International, Inc. | PM | 15.4 | 10.61 |
| Costco Wholesale Corporation | COST | 9.89 | 10.33 |
| Coca-Cola Co | KO | 17.21 | 9.86 |
| Kimberly-Clark Corporation | KMB | 23.3 | 6.45 |
| Wal-Mart Stores Inc | WMT | 15.1 | 6.42 |
| Reynolds American Inc | RAI | 15.52 | 6.23 |
| J.M. Smucker Co. | SJM | 19.01 | 4.99 |
| Brown-Forman Corporation Class B | BF.B | 11.0 | 4.97 |
| McCormick & Company, Inc. | MKC | 13.54 | 4.21 |
| United Natural Foods, Inc. | UNFI | -10.84 | 4.13 |
