| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.44 | 0.44 |
| Stocks | 98.22 | 98.22 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.34 | 1.34 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 7.06 | 2.9 |
| Apple Inc | AAPL | -14.23 | 2.13 |
| General Electric Co | GE | 13.53 | 1.88 |
| Chevron Corp | CVX | 16.51 | 1.83 |
| International Business Machines Corp | IBM | 10.02 | 1.83 |
| AT&T Inc | T | 6.7 | 1.72 |
| JPMorgan Chase & Co | JPM | 25.29 | 1.53 |
| Wells Fargo & Co | WFC | 20.77 | 1.52 |
| Pfizer Inc | PFE | 12.56 | 1.4 |
| Philip Morris International, Inc. | PM | 11.47 | 1.37 |
