| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 76.76 | 76.76 |
| Bonds | 0.0 | 0.0 |
| Other | 3.17 | 3.17 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 20.07 | 20.07 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Gilead Sciences Inc | GILD | 36.53 | 5.2 |
| UnitedHealth Group Inc | UNH | 10.5 | 4.46 |
| McKesson, Inc. | MCK | 9.27 | 3.42 |
| Cigna Corp | CI | 22.37 | 2.96 |
| Cardinal Health Inc | CAH | 7.37 | 2.68 |
| Eli Lilly and Company | LLY | 10.97 | 2.59 |
| Medtronic, Inc. | MDT | 14.36 | 2.58 |
| Teva Pharmaceutical Industries Ltd ADR | TEVA | 2.75 | 2.4 |
| Covidien PLC | COV | 10.55 | 2.37 |
| Walgreen Company | WAG | 32.98 | 2.35 |
