| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
3
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 87.63 | 87.63 |
| Bonds | 0.0 | 0.0 |
| Other | 0.59 | 0.59 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 11.78 | 11.78 |
| 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 | |
|---|---|---|---|
| Biogen Idec Inc | BIIB | 46.43 | 10.84 |
| UnitedHealth Group Inc | UNH | 10.5 | 7.1 |
| Anadarko Petroleum Corp | APC | 12.12 | 6.65 |
| Amgen Inc | AMGN | 21.82 | 6.16 |
| Comcast Corp | CMCSK | 11.29 | 6.06 |
| Forest Laboratories, Inc. | FRX | 4.84 | 3.2 |
| Core Laboratories N.V. | CLB | 29.98 | 3.13 |
| Weatherford International Ltd | WFT | 12.24 | 3.07 |
| SanDisk Corp | SNDK | 17.66 | 3.0 |
| Covidien PLC | COV | 10.55 | 2.48 |
