| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
4
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Management runs a concentrated portfolio that is loaded with blue chips.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.65 | 3.65 |
| Stocks | 89.84 | 89.84 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.51 | 6.51 |
| 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 | |
|---|---|---|---|
| Allstate Corp | ALL | 21.11 | 5.95 |
| Goldman Sachs Group Inc | GS | 12.19 | 5.89 |
| Bank of America Corporation | BAC | 4.65 | 5.57 |
| Bank of New York Mellon Corp | BK | 8.87 | 5.45 |
| Alliant Techsystems Inc | ATK | 20.42 | 5.3 |
| Mondelez International Inc | MDLZ | 24.11 | 4.87 |
| WellPoint Inc | WLP | 19.25 | 4.41 |
| Google, Inc. Class A | GOOG | 15.98 | 3.87 |
| Oshkosh Corporation | OSK | 24.79 | 3.83 |
| Sysco Corporation | SYY | 10.96 | 3.3 |
