| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
2
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 | 95.24 | 95.24 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.39 | 0.39 |
| Foreign Stocks | 4.37 | 4.37 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 4.95 |
| Philip Morris International, Inc. | PM | 11.47 | 3.32 |
| Google, Inc. Class A | GOOG | 22.65 | 2.69 |
| Microsoft Corporation | MSFT | 34.97 | 2.63 |
| Home Depot, Inc. | HD | 28.49 | 2.55 |
| eBay Inc | EBAY | 4.73 | 2.3 |
| Oracle Corporation | ORCL | 3.21 | 2.1 |
| MasterCard Incorporated Class A | MA | 17.41 | 2.09 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.06 |
| Amgen Inc | AMGN | 16.09 | 2.06 |
