| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
4
5
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.53 | 0.53 |
| Stocks | 98.7 | 98.7 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.77 | 0.77 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.86 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 3.11 |
| Qualcomm, Inc. | QCOM | 0.5 | 3.11 |
| General Electric Co | GE | 6.43 | 2.79 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.71 |
| Dollar Tree Stores, Inc. | DLTR | 17.87 | 2.27 |
| Coach, Inc. | COH | 5.46 | 2.23 |
| Nike, Inc. Class B | NKE | 23.2 | 2.1 |
| Target Corp | TGT | 19.82 | 2.01 |
| Cisco Systems Inc | CSCO | 4.58 | 1.96 |
