| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.37 | 0.37 |
| Stocks | 99.63 | 99.63 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 11.30.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 11.30.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 4.9 |
| Microsoft Corporation | MSFT | 23.36 | 4.87 |
| Merck & Co Inc | MRK | 12.65 | 4.44 |
| Pfizer Inc | PFE | 16.19 | 3.87 |
| Apple Inc | AAPL | -16.96 | 3.84 |
| Philip Morris International, Inc. | PM | 15.4 | 3.51 |
| Procter & Gamble Co | PG | 15.12 | 3.2 |
| International Business Machines Corp | IBM | 4.66 | 3.19 |
| Google, Inc. Class A | GOOG | 15.98 | 3.07 |
| AT&T Inc | T | 14.09 | 3.0 |
