| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.9 | 0.03 | 1.86 |
| Stocks | 97.38 | 0.0 | 97.38 |
| Bonds | 0.09 | 0.0 | 0.09 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.66 | 0.0 | 0.66 |
| 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 | 2.45 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.4 |
| S&P500 Emini Fut Future Jun13 21/Jun/2013 (Esm3) Expires 06/21/2013 Size 50 | --- | --- | 1.69 |
| General Electric Co | GE | 6.43 | 1.45 |
| Chevron Corp | CVX | 12.05 | 1.36 |
| Microsoft Corporation | MSFT | 23.36 | 1.36 |
| Johnson & Johnson | JNJ | 21.03 | 1.35 |
| International Business Machines Corp | IBM | 4.66 | 1.32 |
| Procter & Gamble Co | PG | 15.12 | 1.27 |
| Pfizer Inc | PFE | 16.19 | 1.23 |
