| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
1
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 90.05 | 90.05 |
| Bonds | 0.0 | 0.0 |
| Other | 1.29 | 1.29 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.66 | 8.66 |
| 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 | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 22.65 | 6.99 |
| Cisco Systems Inc | CSCO | 24.94 | 5.71 |
| Amazon.com Inc | AMZN | 6.38 | 5.64 |
| Visa, Inc. | V | 19.31 | 5.13 |
| Qualcomm, Inc. | QCOM | 3.19 | 4.91 |
| Oracle Corporation | ORCL | 3.21 | 4.85 |
| Lowe's Companies Inc. | LOW | 20.16 | 4.55 |
| American Express Co | AXP | 33.73 | 4.54 |
| Zimmer Holdings Inc | ZMH | 18.56 | 4.27 |
| United Parcel Service Inc (UPS) Class B | UPS | 18.66 | 4.25 |
