| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
1
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.46 | 2.46 |
| Stocks | 95.86 | 95.86 |
| Bonds | 0.0 | 0.0 |
| Other | 1.67 | 1.67 |
| 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 | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 8.37 |
| Wells Fargo & Co | WFC | 10.33 | 8.07 |
| Bank of America Corporation | BAC | 4.65 | 4.59 |
| Goldman Sachs Group Inc | GS | 12.19 | 4.23 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.82 |
| Simon Property Group Inc | SPG | 12.42 | 3.3 |
| Citigroup Inc | C | 15.98 | 3.03 |
| Travelers Companies, Inc. | TRV | 17.74 | 2.93 |
| State Street Corp | STT | 22.8 | 2.89 |
| Bank of New York Mellon Corp | BK | 8.87 | 2.84 |
