| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
4
3
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.99 | 1.99 |
| Stocks | 89.07 | 89.07 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.95 | 8.95 |
| 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 3.85 |
| Kraft Foods Group Inc | KRFT | 13.42 | 3.17 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.87 |
| PepsiCo Inc | PEP | 20.92 | 2.79 |
| CVS Caremark Corp | CVS | 22.44 | 2.79 |
| Procter & Gamble Co | PG | 15.12 | 2.73 |
| Oracle Corporation | ORCL | -0.48 | 2.71 |
| Baxter International Inc. | BAX | 4.05 | 2.61 |
| Pfizer Inc | PFE | 16.19 | 2.53 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.49 |
