| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
2
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.36 | 0.02 | 1.34 |
| Stocks | 97.42 | 0.0 | 97.42 |
| Bonds | 0.07 | 0.0 | 0.07 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.18 | 0.0 | 1.18 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | 2.89 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.81 |
| General Electric Co | GE | 6.43 | 1.67 |
| Chevron Corp | CVX | 12.05 | 1.61 |
| Johnson & Johnson | JNJ | 21.03 | 1.58 |
| International Business Machines Corp | IBM | 4.66 | 1.55 |
| S&P500 Emini Fut Future Jun13 21/Jun/2013 (Esm3) Expires 06/21/2013 Size 50 | --- | --- | 1.55 |
| Microsoft Corporation | MSFT | 23.36 | 1.5 |
| Google, Inc. Class A | GOOG | 15.98 | 1.47 |
| Procter & Gamble Co | PG | 15.12 | 1.46 |
