| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
4
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.49 | 1.49 |
| Stocks | 96.29 | 96.29 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.22 | 2.22 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 3.72 |
| Procter & Gamble Co | PG | 15.12 | 3.59 |
| Wells Fargo & Co | WFC | 10.33 | 2.96 |
| Coca-Cola Co | KO | 17.21 | 2.76 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.71 |
| Home Depot, Inc. | HD | 18.27 | 2.71 |
| Apple Inc | AAPL | -16.96 | 2.62 |
| Chevron Corp | CVX | 12.05 | 2.56 |
| General Electric Co | GE | 6.43 | 2.47 |
| Union Pacific Corp | UNP | 16.42 | 2.45 |
