| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.53 | 1.53 |
| Stocks | 80.21 | 80.21 |
| Bonds | 0.0 | 0.0 |
| Other | 0.49 | 0.49 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 17.78 | 17.78 |
| 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 | 3.2 |
| Accenture PLC | ACN | 21.17 | 3.2 |
| Sanofi | SAN | --- | 2.78 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.76 |
| Microsoft Corporation | MSFT | 23.36 | 2.65 |
| International Business Machines Corp | IBM | 4.66 | 2.63 |
| McDonald's Corporation | MCD | 15.8 | 2.54 |
| PNC Financial Services Group Inc | PNC | 16.64 | 2.52 |
| Wells Fargo & Co | WFC | 10.33 | 2.5 |
| Pfizer Inc | PFE | 16.19 | 2.39 |
