| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.27 | 0.27 |
| Stocks | 98.38 | 98.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.35 | 1.35 |
| 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 2.47 |
| Exxon Mobil Corporation | XOM | 1.77 | 1.94 |
| General Electric Co | GE | 6.43 | 1.76 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.65 |
| AT&T Inc | T | 14.09 | 1.41 |
| Wells Fargo & Co | WFC | 10.33 | 1.32 |
| Verizon Communications Inc | VZ | 23.48 | 1.04 |
| Procter & Gamble Co | PG | 15.12 | 0.85 |
| Citigroup Inc | C | 15.98 | 0.84 |
| Apple Inc | AAPL | -16.96 | 0.84 |
