| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
3
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.73 | 0.73 |
| Stocks | 94.24 | 94.24 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.03 | 5.03 |
| 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 | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 3.08 |
| Pfizer Inc | PFE | 16.19 | 2.99 |
| Google, Inc. Class A | GOOG | 15.98 | 2.88 |
| Citigroup Inc | C | 15.98 | 2.62 |
| Eaton Corporation PLC | ETN | 10.17 | 2.52 |
| Wells Fargo & Co | WFC | 10.33 | 2.52 |
| Anadarko Petroleum Corp | APC | 12.12 | 2.38 |
| Bank of America Corporation | BAC | 4.65 | 2.18 |
| Gilead Sciences Inc | GILD | 36.53 | 2.11 |
| Walgreen Company | WAG | 32.98 | 2.09 |
