| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
2
3
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.57 | 0.57 |
| Stocks | 98.85 | 98.85 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.59 | 0.59 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Time Warner Inc | TWX | 24.96 | 3.15 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 3.05 |
| General Electric Co | GE | 6.43 | 2.92 |
| Procter & Gamble Co | PG | 15.12 | 2.74 |
| ConocoPhillips | COP | 4.62 | 2.61 |
| Marsh & McLennan Companies, Inc. | MMC | 11.08 | 2.53 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.47 |
| News Corporation Class A | NWSA | 22.36 | 2.23 |
| Intel Corp | INTC | 17.43 | 2.17 |
| Amgen Inc | AMGN | 21.82 | 2.11 |
