| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
5
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 99.36 | 99.36 |
| Bonds | 0.0 | 0.0 |
| Other | 0.05 | 0.05 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.59 | 0.59 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 6.34 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.24 |
| Google, Inc. Class A | GOOG | 15.98 | 2.9 |
| Philip Morris International, Inc. | PM | 15.4 | 2.16 |
| Coca-Cola Co | KO | 17.21 | 2.09 |
| Oracle Corporation | ORCL | -0.48 | 1.94 |
| Merck & Co Inc | MRK | 12.65 | 1.93 |
| Bank of America Corporation | BAC | 4.65 | 1.78 |
| Pfizer Inc | PFE | 16.19 | 1.73 |
| Microsoft Corporation | MSFT | 23.36 | 1.67 |
