| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.31 | 0.0 | 0.31 |
| Stocks | 112.59 | 22.96 | 89.63 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 3.0 | 0.0 | 3.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 8.52 | 1.45 | 7.07 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 4.45 |
| Philip Morris International, Inc. | PM | 15.4 | 3.97 |
| Johnson & Johnson | JNJ | 21.03 | 3.68 |
| Apple Inc | AAPL | -16.96 | 3.01 |
| Monsanto Company | MON | 11.41 | 2.95 |
| Covidien PLC | COV | 10.55 | 2.79 |
| Wells Fargo & Co | WFC | 10.33 | 2.78 |
| Walt Disney Co | DIS | 26.95 | 2.75 |
| Chevron Corp | CVX | 12.05 | 2.74 |
| Bank of America Corporation | BAC | 4.65 | 2.7 |
