| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.26 | 3.26 |
| Stocks | 87.23 | 87.23 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.51 | 9.51 |
| 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 | |
|---|---|---|---|
| General Electric Co | GE | 6.43 | 16.44 |
| United Technologies Corp | UTX | 11.68 | 7.25 |
| Caterpillar Inc | CAT | -6.71 | 4.93 |
| 3M Co | MMM | 13.28 | 4.28 |
| Cummins Inc | CMI | -3.87 | 3.82 |
| Honeywell International, Inc. | HON | 14.92 | 3.81 |
| Emerson Electric Co. | EMR | 3.3 | 3.26 |
| Illinois Tool Works Inc | ITW | 5.66 | 3.17 |
| Danaher Corporation | DHR | 7.63 | 2.54 |
| Ingersoll-Rand PLC | IR | 9.34 | 2.52 |
