| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.96 | 5.96 |
| Stocks | 86.47 | 86.47 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.13 | 7.13 |
| Convertible | 0.26 | 0.26 |
| Preferred | 0.17 | 0.17 |
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 | 13.33 |
| United Technologies Corp | UTX | 11.68 | 6.06 |
| 3M Co | MMM | 13.28 | 4.35 |
| Danaher Corporation | DHR | 7.63 | 3.85 |
| Honeywell International, Inc. | HON | 14.92 | 3.59 |
| Cummins Inc | CMI | -3.87 | 2.83 |
| Eaton Corporation PLC | ETN | 10.17 | 2.67 |
| Towers Watson & Co. | TW | 28.54 | 2.17 |
| Republic Services Inc Class A | RSG | 17.06 | 2.1 |
| Textron Inc | TXT | 0.44 | 1.95 |
