| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
5
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.44 | 2.44 |
| Stocks | 81.8 | 81.8 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.76 | 15.76 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Amgen Inc | AMGN | 21.82 | 7.41 |
| AmerisourceBergen Corp | ABC | 25.17 | 5.33 |
| McKesson, Inc. | MCK | 9.27 | 4.79 |
| Eli Lilly and Company | LLY | 10.97 | 4.71 |
| Pfizer Inc | PFE | 16.19 | 4.69 |
| Cardinal Health Inc | CAH | 7.37 | 4.63 |
| AstraZeneca PLC ADR | AZN | 13.16 | 3.94 |
| Becton Dickinson & Co | BDX | 20.32 | 3.87 |
| Waters Corporation | WAT | 6.04 | 3.76 |
| C.R. Bard, Inc. | BCR | 2.21 | 3.6 |
