| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
2
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 71.8 | 71.8 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 28.2 | 28.2 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Samsung Electronics Co Ltd GDR | SSNHY | --- | 4.35 |
| State Street Corp | STT | 41.61 | 4.24 |
| Oracle Corporation | ORCL | 3.21 | 4.09 |
| CenturyLink Inc | CTL | -9.13 | 4.06 |
| Taiwan Semiconductor Manufacturing ADR | TSM | 9.03 | 4.06 |
| PTC Inc | PMTC | 11.77 | 4.06 |
| L-3 Communications Holdings Inc | LLL | 14.37 | 4.06 |
| Gilead Sciences Inc | GILD | 44.64 | 4.03 |
| H&R Block Inc | HRB | 56.76 | 3.97 |
| TD Ameritrade Holding Corporation | AMTD | 39.08 | 3.96 |
