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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.93 | 4.93 |
| Stocks | 85.12 | 85.12 |
| Bonds | 0.0 | 0.0 |
| Other | 0.79 | 0.79 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.16 | 9.16 |
| 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 | 2.52 |
| Pfizer Inc | PFE | 16.19 | 2.37 |
| S&P 500 E-Mini Index Futures (Cme) | --- | --- | 2.01 |
| General Electric Co | GE | 6.43 | 1.85 |
| Apple Inc | AAPL | -16.96 | 1.76 |
| Monsanto Company | MON | 11.41 | 1.72 |
| Johnson & Johnson | JNJ | 21.03 | 1.42 |
| Coca-Cola Co | KO | 17.21 | 1.41 |
| Visa, Inc. | V | 9.74 | 1.33 |
| Cisco Systems Inc | CSCO | 4.58 | 1.29 |
