| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
5
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 95.47 | 95.47 |
| Bonds | 0.0 | 0.0 |
| Other | 0.84 | 0.84 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.69 | 3.69 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Covidien PLC | COV | 10.55 | 2.76 |
| Johnson & Johnson | JNJ | 21.03 | 2.61 |
| Cisco Systems Inc | CSCO | 4.58 | 2.58 |
| Apple Inc | AAPL | -16.96 | 2.57 |
| Pfizer Inc | PFE | 16.19 | 2.48 |
| Honeywell International, Inc. | HON | 14.92 | 2.41 |
| Microsoft Corporation | MSFT | 23.36 | 2.37 |
| United Parcel Service Inc (UPS) Class B | UPS | 15.88 | 2.35 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.31 |
| Chevron Corp | CVX | 12.05 | 2.27 |
