| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.78 | 2.78 |
| Stocks | 97.01 | 97.01 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.2 | 0.2 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 22.65 | 4.97 |
| Microsoft Corporation | MSFT | 34.97 | 4.91 |
| Pfizer Inc | PFE | 12.56 | 4.24 |
| Merck & Co Inc | MRK | 19.39 | 3.73 |
| International Business Machines Corp | IBM | 10.02 | 3.32 |
| Chevron Corp | CVX | 16.51 | 3.25 |
| Procter & Gamble Co | PG | 16.1 | 3.21 |
| Google, Inc. Class A | GOOG | 22.65 | 3.2 |
| Philip Morris International, Inc. | PM | 11.47 | 2.83 |
| AT&T Inc | T | 6.7 | 2.62 |
