| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.17 | 1.17 |
| Stocks | 97.72 | 97.72 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.11 | 1.11 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 3.55 |
| Apple Inc | AAPL | -16.96 | 3.3 |
| Pfizer Inc | PFE | 16.19 | 2.18 |
| Wells Fargo & Co | WFC | 10.33 | 1.97 |
| Chevron Corp | CVX | 12.05 | 1.94 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.84 |
| General Electric Co | GE | 6.43 | 1.59 |
| Oracle Corporation | ORCL | -0.48 | 1.47 |
| Wal-Mart Stores Inc | WMT | 15.1 | 1.42 |
| Visa, Inc. | V | 9.74 | 1.34 |
