| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
5
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.43 | 0.0 | 0.43 |
| Stocks | 96.15 | 0.0 | 96.15 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 2.27 | -2.27 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 5.69 | 0.0 | 5.69 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 4.53 |
| Pfizer Inc | PFE | 16.19 | 4.32 |
| Merck & Co Inc | MRK | 12.65 | 3.44 |
| Amgen Inc | AMGN | 21.82 | 2.73 |
| Gilead Sciences Inc | GILD | 36.53 | 2.64 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 2.52 |
| AbbVie Inc | ABBV | 35.69 | 2.46 |
| Eli Lilly and Company | LLY | 10.97 | 2.42 |
| UnitedHealth Group Inc | UNH | 10.5 | 2.32 |
| Abbott Laboratories | ABT | 18.6 | 2.21 |
