| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.56 | 3.56 |
| Stocks | 95.38 | 95.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.07 | 1.07 |
| 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 3.45 |
| Apple Inc | AAPL | -16.96 | 2.81 |
| Microsoft Corporation | MSFT | 23.36 | 2.6 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.53 |
| Chevron Corp | CVX | 12.05 | 2.32 |
| Verizon Communications Inc | VZ | 23.48 | 2.24 |
| Actavis Inc | ACT | 21.38 | 2.22 |
| General Electric Co | GE | 6.43 | 2.05 |
| Target Corp | TGT | 19.82 | 2.02 |
| Google, Inc. Class A | GOOG | 15.98 | 1.62 |
