| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
3
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.28 | 2.28 |
| Stocks | 91.45 | 91.45 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.27 | 6.27 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.01 |
| Procter & Gamble Co | PG | 15.12 | 3.75 |
| Pfizer Inc | PFE | 16.19 | 3.63 |
| Citigroup Inc | C | 15.98 | 3.08 |
| Johnson & Johnson | JNJ | 21.03 | 3.02 |
| Viacom, Inc. Class B | VIAB | 25.47 | 3.02 |
| Google, Inc. Class A | GOOG | 15.98 | 2.85 |
| Wells Fargo & Co | WFC | 10.33 | 2.68 |
| Air Products & Chemicals Inc | APD | 2.83 | 2.64 |
| Boeing Co | BA | 21.64 | 2.61 |
