| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.21 | 2.21 |
| Stocks | 90.03 | 90.03 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.76 | 7.76 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 3.94 |
| General Electric Co | GE | 6.43 | 3.31 |
| Microsoft Corporation | MSFT | 23.36 | 3.16 |
| MetLife Inc | MET | 17.14 | 2.87 |
| UnitedHealth Group Inc | UNH | 10.5 | 2.74 |
| Merck & Co Inc | MRK | 12.65 | 2.37 |
| Caterpillar Inc | CAT | -6.71 | 2.37 |
| Pentair Ltd | PNR | 9.79 | 2.32 |
| Schlumberger NV | SLB | 6.93 | 2.28 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.25 |
