| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.01 | 2.01 |
| Stocks | 92.48 | 92.48 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.07 | 1.07 |
| Convertible | 0.0 | 0.0 |
| Preferred | 4.43 | 4.43 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 3.29 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.5 |
| General Electric Co | GE | 6.43 | 2.42 |
| Home Depot, Inc. | HD | 18.27 | 2.42 |
| Walt Disney Co | DIS | 26.95 | 2.37 |
| International Business Machines Corp | IBM | 4.66 | 1.98 |
| Philip Morris International, Inc. | PM | 15.4 | 1.93 |
| Wells Fargo & Co | WFC | 10.33 | 1.9 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.88 |
| CSX Corp | CSX | 22.71 | 1.82 |
