| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.96 | 0.96 |
| Stocks | 83.72 | 83.72 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.32 | 15.32 |
| 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 | |
|---|---|---|---|
| GlaxoSmithKline PLC ADR | GSK | 20.06 | 4.24 |
| Apple Inc | AAPL | -16.96 | 4.23 |
| Eaton Corporation PLC | ETN | 10.17 | 4.17 |
| Mondelez International Inc | MDLZ | 24.11 | 4.12 |
| International Business Machines Corp | IBM | 4.66 | 4.09 |
| PepsiCo Inc | PEP | 20.92 | 4.0 |
| Teva Pharmaceutical Industries Ltd ADR | TEVA | 2.75 | 3.96 |
| MetLife Inc | MET | 17.14 | 3.94 |
| Wells Fargo & Co | WFC | 10.33 | 3.78 |
| Walt Disney Co | DIS | 26.95 | 3.52 |
