| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
3
1
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Management invests in companies that pass the fund's social screens.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.11 | 2.11 |
| Stocks | 83.55 | 83.55 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 14.33 | 14.33 |
| 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 | 3.39 |
| Google, Inc. Class A | GOOG | 22.65 | 2.51 |
| General Mills, Inc. | GIS | 19.15 | 1.99 |
| PepsiCo Inc | PEP | 19.74 | 1.88 |
| Qualcomm, Inc. | QCOM | 3.19 | 1.85 |
| International Business Machines Corp | IBM | 10.02 | 1.81 |
| 3M Co | MMM | 20.5 | 1.68 |
| Thermo Fisher Scientific Inc | TMO | 39.01 | 1.63 |
| Procter & Gamble Co | PG | 16.1 | 1.59 |
| VF Corporation | VFC | 23.53 | 1.57 |
