| Scorecard |
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4 / 5 Stars
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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
As its name implies, this fund focuses on blue chips.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.76 | 0.76 |
| Stocks | 97.18 | 97.18 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.02 | 0.02 |
| Foreign Stocks | 2.05 | 2.05 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 15.98 | 5.33 |
| Amazon.com Inc | AMZN | -1.05 | 4.34 |
| Apple Inc | AAPL | -16.96 | 3.18 |
| Danaher Corporation | DHR | 7.63 | 3.14 |
| MasterCard Incorporated Class A | MA | 10.06 | 2.98 |
| Priceline.com, Inc. | PCLN | 11.87 | 2.79 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.24 |
| American Tower Corp | AMT | 8.96 | 2.22 |
| eBay Inc | EBAY | 2.75 | 2.03 |
| Union Pacific Corp | UNP | 16.42 | 1.93 |
