| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
5
2
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.24 | 0.03 | 1.21 |
| Stocks | 78.16 | 0.0 | 78.16 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.38 | 0.12 | 0.26 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 20.17 | 0.0 | 20.17 |
| Convertible | 0.19 | 0.0 | 0.19 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 22.65 | 7.25 |
| Pfizer Inc | PFE | 12.56 | 6.74 |
| Eli Lilly and Company | LLY | 9.73 | 5.09 |
| Sanofi | SAN | --- | 4.7 |
| Celgene Corporation | CELG | 54.06 | 4.62 |
| Aetna Inc | AET | 29.73 | 4.31 |
| Merck & Co Inc | MRK | 19.39 | 4.01 |
| GlaxoSmithKline PLC | GLAXF | 24.67 | 3.78 |
| AbbVie Inc | ABBV | 29.27 | 3.49 |
| Covidien PLC | COV | 10.96 | 2.83 |
