| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
5
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.82 | 0.82 |
| Stocks | 97.43 | 97.43 |
| Bonds | 0.0 | 0.0 |
| Other | 0.12 | 0.12 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.63 | 1.63 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 2.46 |
| Apple Inc | AAPL | -16.96 | 2.42 |
| General Electric Co | GE | 6.43 | 1.45 |
| Chevron Corp | CVX | 12.05 | 1.36 |
| International Business Machines Corp | IBM | 4.66 | 1.29 |
| AT&T Inc | T | 14.09 | 1.24 |
| Microsoft Corporation | MSFT | 23.36 | 1.23 |
| Johnson & Johnson | JNJ | 21.03 | 1.23 |
| Procter & Gamble Co | PG | 15.12 | 1.23 |
| Google, Inc. Class A | GOOG | 15.98 | 1.22 |
