| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.45 | 0.45 |
| Stocks | 98.94 | 98.94 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.62 | 0.62 |
| Convertible | 0.0 | 0.0 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.7 |
| Exxon Mobil Corporation | XOM | 1.77 | 4.56 |
| General Electric Co | GE | 6.43 | 2.72 |
| Chevron Corp | CVX | 12.05 | 2.61 |
| Johnson & Johnson | JNJ | 21.03 | 2.58 |
| International Business Machines Corp | IBM | 4.66 | 2.52 |
| Microsoft Corporation | MSFT | 23.36 | 2.44 |
| Google, Inc. Class A | GOOG | 15.98 | 2.4 |
| Procter & Gamble Co | PG | 15.12 | 2.38 |
| Pfizer Inc | PFE | 16.19 | 2.34 |
