| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
3
3
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 31.52 | 31.52 |
| Stocks | 67.27 | 67.27 |
| Bonds | 0.0 | 0.0 |
| Other | 1.11 | 1.11 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.1 | 0.1 |
| 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 | 7.85 |
| Pfizer Inc | PFE | 16.19 | 7.7 |
| Merck & Co Inc | MRK | 12.65 | 5.04 |
| Amgen Inc | AMGN | 21.82 | 2.53 |
| Gilead Sciences Inc | GILD | 36.53 | 2.28 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 2.28 |
| AbbVie Inc | ABBV | 35.69 | 2.22 |
| UnitedHealth Group Inc | UNH | 10.5 | 2.17 |
| Eli Lilly and Company | LLY | 10.97 | 2.11 |
| Abbott Laboratories | ABT | 18.6 | 2.05 |
