| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 99.17 | 99.17 |
| Bonds | 0.0 | 0.0 |
| Other | 0.39 | 0.39 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.44 | 0.44 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | 2.54 |
| Exxon Mobil Corporation | XOM | 7.06 | 2.43 |
| Microsoft Corporation | MSFT | 34.97 | 1.6 |
| Johnson & Johnson | JNJ | 22.65 | 1.45 |
| Chevron Corp | CVX | 16.51 | 1.44 |
| General Electric Co | GE | 13.53 | 1.41 |
| International Business Machines Corp | IBM | 10.02 | 1.3 |
| Procter & Gamble Co | PG | 16.1 | 1.29 |
| Pfizer Inc | PFE | 12.56 | 1.27 |
| AT&T Inc | T | 6.7 | 1.25 |
