| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
5
1
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 42.93 | 0.0 | 42.93 |
| Stocks | 56.27 | 0.0 | 56.27 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.34 | 0.2 | 0.14 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.67 | 0.0 | 0.67 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 1.66 |
| Exxon Mobil Corporation | XOM | 7.06 | 1.59 |
| Microsoft Corporation | MSFT | 34.97 | 1.0 |
| Johnson & Johnson | JNJ | 22.65 | 0.95 |
| Chevron Corp | CVX | 16.51 | 0.95 |
| General Electric Co | GE | 13.53 | 0.93 |
| Google, Inc. Class A | GOOG | 22.65 | 0.88 |
| International Business Machines Corp | IBM | 10.02 | 0.85 |
| Procter & Gamble Co | PG | 16.1 | 0.84 |
| Pfizer Inc | PFE | 12.56 | 0.83 |
