| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
4
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.38 | 2.38 |
| Stocks | 84.14 | 84.14 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 13.48 | 13.48 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| S&P 500 Future Mar13 | --- | --- | 12.15 |
| Apple Inc | AAPL | -16.96 | 3.2 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.14 |
| Chevron Corp | CVX | 12.05 | 2.02 |
| Microsoft Corporation | MSFT | 23.36 | 1.98 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.92 |
| Pfizer Inc | PFE | 16.19 | 1.88 |
| Google, Inc. Class A | GOOG | 15.98 | 1.79 |
| Philip Morris International, Inc. | PM | 15.4 | 1.55 |
| Oracle Corporation | ORCL | -0.48 | 1.51 |
