| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.15 | 2.15 |
| Stocks | 89.4 | 89.4 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.44 | 8.44 |
| 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 | |
|---|---|---|---|
| Boeing Co | BA | 21.64 | 3.7 |
| Hanesbrands Inc | HBI | 37.88 | 3.47 |
| Cenovus Energy, Inc. | CVE | -12.06 | 3.44 |
| Procter & Gamble Co | PG | 15.12 | 3.39 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.36 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.35 |
| ConAgra Foods, Inc. | CAG | 20.31 | 3.35 |
| Omnicom Group, Inc. | OMC | 19.5 | 3.3 |
| HCA Holdings Inc | HCA | 30.89 | 3.3 |
| Nielsen Holdings NV | NLSN | 15.99 | 3.28 |
