| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.39 | 4.39 |
| Stocks | 92.11 | 92.11 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.5 | 3.5 |
| 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 | 1.77 |
| JPMorgan Chase & Co | JPM | 25.29 | 1.76 |
| Pfizer Inc | PFE | 12.56 | 1.61 |
| Chevron Corp | CVX | 16.51 | 1.54 |
| Apple Inc | AAPL | -14.23 | 1.54 |
| MasterCard Incorporated Class A | MA | 17.41 | 1.44 |
| Qualcomm, Inc. | QCOM | 3.19 | 1.3 |
| Sp500 Emini Ft 06/13 Sht | --- | --- | 1.2 |
| Estee Lauder Cos Inc Class A | EL | 13.36 | 1.14 |
| Crown Castle International Corp | CCI | -1.79 | 1.13 |
