| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
4
1
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 38.66 | 38.66 |
| Stocks | 60.61 | 60.61 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.72 | 0.72 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| S&P 500 Emini Fut Mar13 | --- | --- | 12.17 |
| Apple Inc | AAPL | -14.23 | 1.58 |
| Exxon Mobil Corporation | XOM | 7.06 | 1.51 |
| General Electric Co | GE | 13.53 | 0.86 |
| Chevron Corp | CVX | 16.51 | 0.83 |
| International Business Machines Corp | IBM | 10.02 | 0.8 |
| Microsoft Corporation | MSFT | 34.97 | 0.76 |
| Procter & Gamble Co | PG | 16.1 | 0.75 |
| Johnson & Johnson | JNJ | 22.65 | 0.75 |
| Pfizer Inc | PFE | 12.56 | 0.74 |
