| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.16 | 0.16 |
| Stocks | 97.73 | 97.73 |
| Bonds | 0.0 | 0.0 |
| Other | 0.83 | 0.83 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.28 | 1.28 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 05.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 05.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 5.63 |
| Google, Inc. Class A | GOOG | 22.65 | 3.26 |
| Coca-Cola Co | KO | 13.35 | 2.33 |
| Microsoft Corporation | MSFT | 34.97 | 2.28 |
| Johnson & Johnson | JNJ | 22.65 | 2.15 |
| PepsiCo Inc | PEP | 19.74 | 2.1 |
| Bank of America Corporation | BAC | 16.8 | 2.07 |
| Merck & Co Inc | MRK | 19.39 | 1.98 |
| Oracle Corporation | ORCL | 3.21 | 1.94 |
| International Business Machines Corp | IBM | 10.02 | 1.86 |
