| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.17 | 0.17 |
| Stocks | 95.32 | 95.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.51 | 4.51 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 2.52 |
| Pfizer Inc | PFE | 16.19 | 2.09 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.02 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.94 |
| Microsoft Corporation | MSFT | 23.36 | 1.93 |
| CVS Caremark Corp | CVS | 22.44 | 1.84 |
| Chevron Corp | CVX | 12.05 | 1.6 |
| Qualcomm, Inc. | QCOM | 0.5 | 1.48 |
| AT&T Inc | T | 14.09 | 1.47 |
| Wells Fargo & Co | WFC | 10.33 | 1.41 |
