| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 85.44 | 85.44 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 4.58 | 4.58 |
| Foreign Stocks | 9.97 | 9.97 |
| 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 | |
|---|---|---|---|
| Monsanto Company | MON | 8.64 | 5.01 |
| Ssc Goverment Mm Gvxx | --- | --- | 4.58 |
| eBay Inc | EBAY | 4.73 | 4.16 |
| National Oilwell Varco, Inc. | NOV | 3.69 | 4.05 |
| Visa, Inc. | V | 19.31 | 4.04 |
| Apple Inc | AAPL | -14.23 | 4.01 |
| Ecolab, Inc. | ECL | 16.8 | 3.99 |
| Colgate-Palmolive Company | CL | 13.35 | 3.98 |
| Coca-Cola Co | KO | 13.35 | 3.97 |
| Automatic Data Processing | ADP | 22.93 | 3.96 |
