| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
2
3
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 39.71 | 39.71 |
| Stocks | 58.3 | 58.3 |
| Bonds | 0.0 | 0.0 |
| Other | 1.79 | 1.79 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.2 | 0.2 |
| 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 14.82 |
| Pfizer Inc | PFE | 16.19 | 14.55 |
| Merck & Co Inc | MRK | 12.65 | 9.52 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 4.33 |
| Eli Lilly and Company | LLY | 10.97 | 3.98 |
| Abbott Laboratories | ABT | 18.6 | 3.88 |
| Allergan, Inc. | AGN | 7.62 | 2.32 |
| Profunds Swap Security U | --- | --- | 0.94 |
| Profunds Swap Security Gs | --- | --- | 0.85 |
| Mylan Inc | MYL | 4.55 | 0.83 |
