| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
5
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 99.68 | 99.68 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.32 | 0.32 |
| 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 | |
|---|---|---|---|
| International Business Machines Corp | IBM | 4.66 | 4.61 |
| Wal-Mart Stores Inc | WMT | 15.1 | 4.47 |
| General Electric Co | GE | 6.43 | 4.29 |
| Coca-Cola Co | KO | 17.21 | 4.12 |
| Johnson & Johnson | JNJ | 21.03 | 4.07 |
| Exxon Mobil Corporation | XOM | 1.77 | 4.03 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.98 |
| McDonald's Corporation | MCD | 15.8 | 3.92 |
| Sysco Corporation | SYY | 10.96 | 3.87 |
| Microsoft Corporation | MSFT | 23.36 | 3.83 |
