| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
5
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 8.35 | 8.35 |
| Stocks | 82.96 | 82.96 |
| Bonds | 0.0 | 0.0 |
| Other | 0.12 | 0.12 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.58 | 8.58 |
| 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 | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 5.12 |
| UnitedHealth Group Inc | UNH | 10.5 | 4.17 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 4.02 |
| Express Scripts | ESRX | 10.43 | 3.85 |
| HCA Holdings Inc | HCA | 30.89 | 3.53 |
| Cigna Corp | CI | 22.37 | 3.33 |
| Medtronic, Inc. | MDT | 14.36 | 3.21 |
| Valeant Pharmaceuticals International Inc | VRX | 23.29 | 3.01 |
| Johnson & Johnson | JNJ | 21.03 | 2.94 |
| Tenet Healthcare Corp | THC | 36.43 | 2.93 |
