| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 81.78 | 81.78 |
| Bonds | 0.0 | 0.0 |
| Other | 0.32 | 0.32 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 17.9 | 17.9 |
| 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 5.48 |
| Oracle Corporation | ORCL | -0.48 | 4.92 |
| Coca-Cola Co | KO | 17.21 | 4.67 |
| Google, Inc. Class A | GOOG | 15.98 | 4.59 |
| Cisco Systems Inc | CSCO | 4.58 | 4.39 |
| Pfizer Inc | PFE | 16.19 | 4.25 |
| Microsoft Corporation | MSFT | 23.36 | 3.94 |
| Philip Morris International, Inc. | PM | 15.4 | 3.83 |
| Hewlett-Packard Co | HPQ | 43.73 | 3.51 |
| Chevron Corp | CVX | 12.05 | 3.4 |
