| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
4
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.14 | 2.14 |
| Stocks | 91.87 | 91.87 |
| Bonds | 0.0 | 0.0 |
| Other | 0.91 | 0.91 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.08 | 5.08 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Oracle Corporation | ORCL | 3.21 | 1.72 |
| Apple Inc | AAPL | -14.23 | 1.71 |
| Microsoft Corporation | MSFT | 34.97 | 1.66 |
| Comcast Corp Class A | CMCSA | 8.82 | 1.63 |
| General Mills, Inc. | GIS | 19.15 | 1.51 |
| Abbott Laboratories | ABT | 19.46 | 1.46 |
| Cisco Systems Inc | CSCO | 24.94 | 1.46 |
| Johnson & Johnson | JNJ | 22.65 | 1.44 |
| Wal-Mart Stores Inc | WMT | 12.31 | 1.41 |
| Occidental Petroleum Corporation | OXY | 23.89 | 1.38 |
