| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.29 | 0.06 | 2.23 |
| Stocks | 97.02 | 0.0 | 97.02 |
| Bonds | 0.11 | 0.0 | 0.11 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.64 | 0.0 | 0.64 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 2.39 |
| Exxon Mobil Corporation | XOM | 7.06 | 2.31 |
| S&P500 Emini Fut Future Jun13 21/Jun/2013 (Esm3) Expires 06/21/2013 Size 50 | --- | --- | 1.97 |
| Microsoft Corporation | MSFT | 34.97 | 1.53 |
| Johnson & Johnson | JNJ | 22.65 | 1.38 |
| Chevron Corp | CVX | 16.51 | 1.37 |
| General Electric Co | GE | 13.53 | 1.37 |
| Procter & Gamble Co | PG | 16.1 | 1.24 |
| International Business Machines Corp | IBM | 10.02 | 1.23 |
| AT&T Inc | T | 6.7 | 1.21 |
