| Scorecard |
|---|
|
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|
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Lipper
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|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.05 | 0.05 |
| Stocks | 98.44 | 98.44 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.51 | 1.51 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 1.89 |
| Chevron Corp | CVX | 12.05 | 1.63 |
| Apple Inc | AAPL | -16.96 | 1.54 |
| Johnson & Johnson | JNJ | 21.03 | 1.48 |
| Procter & Gamble Co | PG | 15.12 | 1.47 |
| Pfizer Inc | PFE | 16.19 | 1.37 |
| General Electric Co | GE | 6.43 | 1.32 |
| Monsanto Company | MON | 11.41 | 1.29 |
| Coca-Cola Co | KO | 17.21 | 1.17 |
| Philip Morris International, Inc. | PM | 15.4 | 1.12 |
