| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.81 | 0.81 |
| Stocks | 95.55 | 95.55 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.64 | 3.64 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Air Products & Chemicals Inc | APD | 2.83 | 10.9 |
| McCormick & Company, Inc. | MKC | 13.54 | 10.53 |
| Intel Corp | INTC | 17.43 | 7.68 |
| Exxon Mobil Corporation | XOM | 1.77 | 7.27 |
| Merck & Co Inc | MRK | 12.65 | 7.13 |
| Pfizer Inc | PFE | 16.19 | 6.47 |
| Johnson & Johnson | JNJ | 21.03 | 6.44 |
| International Flavors & Fragrances | IFF | 15.04 | 5.68 |
| International Business Machines Corp | IBM | 4.66 | 4.94 |
| Hess Corp | HES | 33.7 | 4.72 |
