| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 8.58 | 8.58 |
| Stocks | 76.84 | 76.84 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 14.58 | 14.58 |
| 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 | |
|---|---|---|---|
| AmerisourceBergen Corp | ABC | 25.17 | 5.21 |
| Amgen Inc | AMGN | 21.82 | 4.43 |
| Pfizer Inc | PFE | 16.19 | 4.37 |
| Becton Dickinson & Co | BDX | 20.32 | 4.16 |
| Zimmer Holdings Inc | ZMH | 13.26 | 4.12 |
| McKesson, Inc. | MCK | 9.27 | 4.04 |
| C.R. Bard, Inc. | BCR | 2.21 | 3.87 |
| Cardinal Health Inc | CAH | 7.37 | 3.84 |
| AstraZeneca PLC ADR | AZN | 13.16 | 3.71 |
| Merck & Co Inc | MRK | 12.65 | 3.42 |
