| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
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|
|
Zacks Investment Research
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|
|
Standard & Poor's
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|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.43 | 1.43 |
| Stocks | 89.95 | 89.95 |
| Bonds | 0.89 | 0.89 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.73 | 7.73 |
| 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 | |
|---|---|---|---|
| Anheuser-Busch Inbev SA ADR | BUD | 7.76 | 4.12 |
| JPMorgan Chase & Co | JPM | 25.29 | 3.55 |
| Harley-Davidson Inc | HOG | 12.66 | 3.32 |
| Pall Corporation | PLL | 14.22 | 3.25 |
| Union Pacific Corp | UNP | 25.1 | 3.25 |
| CBS Corporation Class B | CBS | 30.64 | 3.22 |
| American International Group Inc | AIG | 26.77 | 3.05 |
| Capital One Financial Corp | COF | 7.47 | 3.01 |
| Pfizer Inc | PFE | 12.56 | 2.86 |
| MasterCard Incorporated Class A | MA | 17.41 | 2.85 |
