| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.63 | 0.63 |
| Stocks | 91.74 | 91.74 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.61 | 7.61 |
| Convertible | 0.02 | 0.02 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 3.69 |
| Apple Inc | AAPL | -16.96 | 3.32 |
| Wells Fargo & Co | WFC | 10.33 | 2.82 |
| General Electric Co | GE | 6.43 | 2.65 |
| Chevron Corp | CVX | 12.05 | 2.58 |
| Google, Inc. Class A | GOOG | 15.98 | 2.18 |
| Citigroup Inc | C | 15.98 | 1.98 |
| Procter & Gamble Co | PG | 15.12 | 1.96 |
| Target Corp | TGT | 19.82 | 1.93 |
| Comcast Corp | CMCSK | 11.29 | 1.87 |
