| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 76.42 | 76.42 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 23.58 | 23.58 |
| 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 | |
|---|---|---|---|
| CVS Caremark Corp | CVS | 22.44 | 12.13 |
| American Express Co | AXP | 19.49 | 6.6 |
| CIT Group Inc | CIT | 9.06 | 6.45 |
| Marathon Oil Corp | MRO | 4.57 | 6.36 |
| Cigna Corp | CI | 22.37 | 5.97 |
| Vodafone Group PLC | VODPF | 21.77 | 5.56 |
| Alleghany Corp DEL | Y | 15.18 | 5.36 |
| Bank of New York Mellon Corp | BK | 8.87 | 5.27 |
| Visa, Inc. | V | 9.74 | 5.17 |
| Salesforce.com, Inc. | CRM | -1.11 | 4.82 |
