| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.65 | 3.65 |
| Stocks | 90.86 | 90.86 |
| Bonds | 0.0 | 0.0 |
| Other | 0.78 | 0.78 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.71 | 4.71 |
| 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 | |
|---|---|---|---|
| Sp500 Emini Ft 06/13 Sht | --- | --- | 2.19 |
| Johnson & Johnson | JNJ | 21.03 | 1.68 |
| Kimberly-Clark Corporation | KMB | 23.3 | 1.34 |
| Hormel Foods Corporation | HRL | 33.0 | 1.32 |
| RenaissanceRe Holdings Ltd | RNR | 15.42 | 1.29 |
| Wal-Mart Stores Inc | WMT | 15.1 | 1.26 |
| Exxon Mobil Corporation | XOM | 1.77 | 1.22 |
| The Hershey Company | HSY | 22.43 | 1.02 |
| PartnerRe Ltd. | PRE | 15.65 | 1.0 |
| Church & Dwight Company, Inc. | CHD | 17.94 | 0.93 |
