| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.35 | 2.35 |
| Stocks | 91.38 | 91.38 |
| 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 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 3.93 |
| Procter & Gamble Co | PG | 16.1 | 3.73 |
| Pfizer Inc | PFE | 12.56 | 3.66 |
| Citigroup Inc | C | 31.4 | 3.06 |
| Johnson & Johnson | JNJ | 22.65 | 3.05 |
| Viacom, Inc. Class B | VIAB | 27.43 | 3.0 |
| Google, Inc. Class A | GOOG | 22.65 | 2.87 |
| Wells Fargo & Co | WFC | 20.77 | 2.7 |
| Boeing Co | BA | 34.97 | 2.64 |
| Air Products & Chemicals Inc | APD | 13.64 | 2.63 |
