| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.18 | 2.18 |
| Stocks | 77.24 | 77.24 |
| Bonds | 0.0 | 0.0 |
| Other | 0.98 | 0.98 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 19.59 | 19.59 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 12.56 | 6.35 |
| Merck & Co Inc | MRK | 19.39 | 5.78 |
| Johnson & Johnson | JNJ | 22.65 | 4.84 |
| Amgen Inc | AMGN | 16.09 | 4.42 |
| Eli Lilly and Company | LLY | 9.73 | 4.2 |
| Medtronic, Inc. | MDT | 27.55 | 3.92 |
| Novartis AG | NVSEF | 14.18 | 3.63 |
| Celgene Corporation | CELG | 54.06 | 3.41 |
| UnitedHealth Group Inc | UNH | 16.17 | 3.2 |
| Thermo Fisher Scientific Inc | TMO | 39.01 | 3.09 |
