| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.01 | 1.01 |
| Stocks | 95.23 | 95.23 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.76 | 3.76 |
| 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 | |
|---|---|---|---|
| Ecolab, Inc. | ECL | 17.5 | 5.15 |
| Apple Inc | AAPL | -16.96 | 4.27 |
| Qualcomm, Inc. | QCOM | 0.5 | 4.08 |
| Praxair, Inc. | PX | 3.96 | 3.69 |
| Coca-Cola Co | KO | 17.21 | 3.58 |
| Danaher Corporation | DHR | 7.63 | 3.36 |
| EMC Corporation | EMC | -11.23 | 3.34 |
| Philip Morris International, Inc. | PM | 15.4 | 3.13 |
| International Business Machines Corp | IBM | 4.66 | 3.07 |
| Analog Devices Inc | ADI | 5.14 | 3.05 |
