| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
5
2
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.94 | 2.94 |
| Stocks | 93.58 | 93.58 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.48 | 3.48 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Covidien PLC | COV | 10.96 | 2.75 |
| Johnson & Johnson | JNJ | 22.65 | 2.7 |
| Pfizer Inc | PFE | 12.56 | 2.5 |
| Apple Inc | AAPL | -14.23 | 2.49 |
| Cisco Systems Inc | CSCO | 24.94 | 2.46 |
| United Parcel Service Inc (UPS) Class B | UPS | 18.66 | 2.31 |
| Qualcomm, Inc. | QCOM | 3.19 | 2.27 |
| Chevron Corp | CVX | 16.51 | 2.23 |
| Honeywell International, Inc. | HON | 25.52 | 2.17 |
| Wells Fargo & Co | WFC | 20.77 | 2.16 |
