| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
3
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 93.22 | 93.22 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.78 | 6.78 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 4.24 |
| Kroger Co | KR | 31.21 | 2.69 |
| Google, Inc. Class A | GOOG | 22.65 | 2.66 |
| Noble Corporation | NE | 13.93 | 2.66 |
| PepsiCo Inc | PEP | 19.74 | 2.61 |
| General Electric Co | GE | 13.53 | 2.56 |
| Qualcomm, Inc. | QCOM | 3.19 | 2.44 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.4 |
| EMC Corporation | EMC | -2.21 | 2.38 |
| PNC Financial Services Group Inc | PNC | 24.63 | 2.37 |
