| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
5
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.05 | 1.05 |
| Stocks | 97.19 | 97.19 |
| Bonds | 0.0 | 0.0 |
| Other | 1.46 | 1.46 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.3 | 0.3 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 3.81 |
| Pfizer Inc | PFE | 16.19 | 3.2 |
| Microsoft Corporation | MSFT | 23.36 | 3.05 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.9 |
| Philip Morris International, Inc. | PM | 15.4 | 2.62 |
| Verizon Communications Inc | VZ | 23.48 | 2.54 |
| Citigroup Inc | C | 15.98 | 2.53 |
| Cisco Systems Inc | CSCO | 4.58 | 2.49 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.36 |
| Wal-Mart Stores Inc | WMT | 15.1 | 2.34 |
