| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.46 | 1.46 |
| Stocks | 75.31 | 75.31 |
| Bonds | 0.0 | 0.0 |
| Other | 0.44 | 0.44 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 22.78 | 22.78 |
| 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 | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 5.91 |
| Merck & Co Inc | MRK | 12.65 | 4.49 |
| Allergan, Inc. | AGN | 7.62 | 4.1 |
| Gilead Sciences Inc | GILD | 36.53 | 3.93 |
| Eli Lilly and Company | LLY | 10.97 | 3.89 |
| Vertex Pharmaceuticals | VRTX | 83.37 | 3.76 |
| Health Management Associates, Inc. | HMA | 17.38 | 3.08 |
| Team Health Holdings Inc | TMH | 26.76 | 3.06 |
| Sanofi | SAN | --- | 2.86 |
| UCB SA | UCB | --- | 2.84 |
