| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
4
3
2
1
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Management favors tech companies.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 95.01 | 95.01 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.42 | 0.42 |
| Foreign Stocks | 4.56 | 4.56 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 6.02 |
| Philip Morris International, Inc. | PM | 15.4 | 3.29 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.61 |
| Kansas City Southern, Inc. | KSU | 24.62 | 2.51 |
| Oracle Corporation | ORCL | -0.48 | 2.24 |
| Wal-Mart Stores Inc | WMT | 15.1 | 2.14 |
| PetSmart Inc. | PETM | -0.9 | 2.11 |
| Abbott Laboratories | ABT | 18.6 | 2.08 |
| Actavis Inc | ACT | 21.38 | 2.06 |
| eBay Inc | EBAY | 2.75 | 2.04 |
