| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.8 | 3.8 |
| Stocks | 94.24 | 94.24 |
| Bonds | 0.0 | 0.0 |
| Other | 0.76 | 0.76 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.2 | 1.2 |
| 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 | 4.43 |
| Apple Inc | AAPL | -16.96 | 3.8 |
| Google, Inc. Class A | GOOG | 15.98 | 3.57 |
| Pfizer Inc | PFE | 16.19 | 3.07 |
| Wells Fargo & Co | WFC | 10.33 | 2.38 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.28 |
| Oracle Corporation | ORCL | -0.48 | 2.2 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.17 |
| Procter & Gamble Co | PG | 15.12 | 1.97 |
| Costco Wholesale Corporation | COST | 9.89 | 1.79 |
