| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.9 | 0.9 |
| Stocks | 97.5 | 97.5 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.58 | 1.58 |
| 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 | |
|---|---|---|---|
| Wal-Mart Stores Inc | WMT | 15.1 | 2.2 |
| Chevron Corp | CVX | 12.05 | 2.03 |
| Exxon Mobil Corporation | XOM | 1.77 | 1.98 |
| AT&T Inc | T | 14.09 | 1.87 |
| Oracle Corporation | ORCL | -0.48 | 1.72 |
| Pfizer Inc | PFE | 16.19 | 1.7 |
| Verizon Communications Inc | VZ | 23.48 | 1.64 |
| General Electric Co | GE | 6.43 | 1.59 |
| Home Depot, Inc. | HD | 18.27 | 1.45 |
| Johnson & Johnson | JNJ | 21.03 | 1.36 |
