| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
4
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.79 | 1.79 |
| Stocks | 95.05 | 95.05 |
| Bonds | 0.0 | 0.0 |
| Other | 0.92 | 0.92 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.24 | 2.24 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.42 |
| Google, Inc. Class A | GOOG | 15.98 | 2.52 |
| Pfizer Inc | PFE | 16.19 | 2.23 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.19 |
| Johnson & Johnson | JNJ | 21.03 | 2.03 |
| Exxon Mobil Corporation | XOM | 1.77 | 1.97 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.91 |
| Union Pacific Corp | UNP | 16.42 | 1.81 |
| Wells Fargo & Co | WFC | 10.33 | 1.77 |
| Chevron Corp | CVX | 12.05 | 1.7 |
