| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
5
5
2
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 92.74 | 0.0 | 92.74 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.06 | 1.28 | -1.22 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 8.48 | 0.0 | 8.48 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 3.35 |
| International Business Machines Corp | IBM | 4.66 | 2.88 |
| Verizon Communications Inc | VZ | 23.48 | 2.39 |
| PepsiCo Inc | PEP | 20.92 | 2.08 |
| Procter & Gamble Co | PG | 15.12 | 2.04 |
| Johnson & Johnson | JNJ | 21.03 | 1.99 |
| Pfizer Inc | PFE | 16.19 | 1.99 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.9 |
| Occidental Petroleum Corporation | OXY | 15.12 | 1.89 |
| Qualcomm, Inc. | QCOM | 0.5 | 1.78 |
