| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
5
5
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.59 | 4.59 |
| Stocks | 59.14 | 59.14 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 36.22 | 36.22 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.05 | 0.05 |
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 | 7.72 |
| Merck & Co Inc | MRK | 12.65 | 6.88 |
| Johnson & Johnson | JNJ | 21.03 | 6.57 |
| Sanofi ADR | SNY | 11.59 | 6.16 |
| GlaxoSmithKline PLC ADR | GSK | 20.06 | 5.65 |
| Novartis AG ADR | NVS | 18.86 | 5.31 |
| Valeant Pharmaceuticals International Inc | VRX | 23.29 | 4.34 |
| Allergan, Inc. | AGN | 7.62 | 4.15 |
| Eli Lilly and Company | LLY | 10.97 | 4.1 |
| AbbVie Inc | ABBV | 35.69 | 3.92 |
