| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
4
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.64 | 3.64 |
| Stocks | 96.31 | 96.31 |
| Bonds | 0.0 | 0.0 |
| Other | 0.05 | 0.05 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | |
|---|---|---|---|
| Becton Dickinson & Co | BDX | 27.5 | 2.6 |
| Aflac Inc | AFL | 7.49 | 2.55 |
| CVS Caremark Corp | CVS | 22.23 | 2.46 |
| Archer-Daniels Midland Company | ADM | 20.59 | 2.4 |
| Prudential Financial Inc | PRU | 31.95 | 2.39 |
| Costco Wholesale Corporation | COST | 12.9 | 2.38 |
| Kellogg Company | K | 13.72 | 2.36 |
| Cisco Systems Inc | CSCO | 24.94 | 2.3 |
| Oracle Corporation | ORCL | 3.21 | 2.27 |
| Procter & Gamble Co | PG | 16.1 | 2.26 |
