| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.94 | 5.94 |
| Stocks | 93.43 | 93.43 |
| Bonds | 0.0 | 0.0 |
| Other | 0.06 | 0.06 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.57 | 0.57 |
| 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 | |
|---|---|---|---|
| Marathon Petroleum Corp | MPC | 17.17 | 2.94 |
| Aflac Inc | AFL | 3.03 | 2.81 |
| Valero Energy Corporation | VLO | 14.24 | 2.73 |
| Becton Dickinson & Co | BDX | 20.32 | 2.61 |
| Costco Wholesale Corporation | COST | 9.89 | 2.49 |
| Archer-Daniels Midland Company | ADM | 23.29 | 2.47 |
| Cisco Systems Inc | CSCO | 4.58 | 2.32 |
| Tesoro Corporation | TSO | 15.94 | 2.27 |
| Travelers Companies, Inc. | TRV | 17.74 | 2.26 |
| International Business Machines Corp | IBM | 4.66 | 2.19 |
