| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.77 | 0.77 |
| Stocks | 98.2 | 98.2 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.03 | 1.03 |
| 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 | 4.44 |
| Johnson & Johnson | JNJ | 21.03 | 2.42 |
| International Business Machines Corp | IBM | 4.66 | 2.38 |
| Microsoft Corporation | MSFT | 23.36 | 2.29 |
| Google, Inc. Class A | GOOG | 15.98 | 2.26 |
| Procter & Gamble Co | PG | 15.12 | 2.25 |
| AT&T Inc | T | 14.09 | 2.14 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.95 |
| Wells Fargo & Co | WFC | 10.33 | 1.93 |
| Coca-Cola Co | KO | 17.21 | 1.65 |
