| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.83 | 2.83 |
| Stocks | 96.71 | 96.71 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.45 | 0.45 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 11.30.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 11.30.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 9.44 |
| Google, Inc. Class A | GOOG | 15.98 | 5.01 |
| Microsoft Corporation | MSFT | 23.36 | 3.48 |
| International Business Machines Corp | IBM | 4.66 | 3.36 |
| Qualcomm, Inc. | QCOM | 0.5 | 3.0 |
| Coca-Cola Co | KO | 17.21 | 2.88 |
| Philip Morris International, Inc. | PM | 15.4 | 2.75 |
| Oracle Corporation | ORCL | -0.48 | 2.69 |
| Visa, Inc. | V | 9.74 | 2.68 |
| Wal-Mart Stores Inc | WMT | 15.1 | 2.33 |
