| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
3
5
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.06 | 0.06 |
| Stocks | 83.09 | 83.09 |
| Bonds | 0.0 | 0.0 |
| Other | 0.49 | 0.49 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 16.36 | 16.36 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 3.88 |
| Accenture PLC | ACN | 24.68 | 3.24 |
| Sanofi | SAN | --- | 2.98 |
| Qualcomm, Inc. | QCOM | 3.19 | 2.79 |
| International Business Machines Corp | IBM | 10.02 | 2.77 |
| Microsoft Corporation | MSFT | 34.97 | 2.7 |
| PNC Financial Services Group Inc | PNC | 24.63 | 2.66 |
| McDonald's Corporation | MCD | 12.8 | 2.62 |
| Wells Fargo & Co | WFC | 20.77 | 2.61 |
| Pfizer Inc | PFE | 12.56 | 2.5 |
