| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
4
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.64 | 0.64 |
| Stocks | 98.32 | 98.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.04 | 1.04 |
| 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 | 4.35 |
| Microsoft Corporation | MSFT | 34.97 | 2.63 |
| Johnson & Johnson | JNJ | 22.65 | 2.5 |
| Google, Inc. Class A | GOOG | 22.65 | 2.34 |
| Procter & Gamble Co | PG | 16.1 | 2.23 |
| International Business Machines Corp | IBM | 10.02 | 2.22 |
| AT&T Inc | T | 6.7 | 2.17 |
| JPMorgan Chase & Co | JPM | 25.29 | 1.97 |
| Wells Fargo & Co | WFC | 20.77 | 1.95 |
| Coca-Cola Co | KO | 13.35 | 1.71 |
