| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.23 | 0.23 |
| Stocks | 99.18 | 99.18 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.58 | 0.58 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Home Depot, Inc. | HD | 18.27 | 3.56 |
| Apple, Inc. | AAPL | -16.96 | 3.24 |
| TJX Companies | TJX | 14.19 | 3.08 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.58 |
| Sherwin-Williams Company | SHW | 18.06 | 2.1 |
| Ross Stores, Inc. | ROST | 20.47 | 1.57 |
| Allstate Corp | ALL | 21.11 | 1.57 |
| Google, Inc. Class A | GOOG | 15.98 | 1.44 |
| Wyndham Worldwide Corporation | WYN | 13.55 | 1.34 |
| Exxon Mobil Corporation | XOM | 1.77 | 1.22 |
