| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.38 | 1.38 |
| Stocks | 97.53 | 97.53 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.09 | 1.09 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 7.06 | 3.38 |
| Apple Inc | AAPL | -14.23 | 3.37 |
| Pfizer Inc | PFE | 12.56 | 2.08 |
| Wells Fargo & Co | WFC | 20.77 | 1.96 |
| Chevron Corp | CVX | 16.51 | 1.94 |
| JPMorgan Chase & Co | JPM | 25.29 | 1.85 |
| General Electric Co | GE | 13.53 | 1.49 |
| Oracle Corporation | ORCL | 3.21 | 1.45 |
| Wal-Mart Stores Inc | WMT | 12.31 | 1.44 |
| S&P500 Emini Fut Jun 13 | --- | --- | 1.42 |
