| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
4
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Management says its approach "seeks to identify blue-chip growth companies—those with strong market franchises in industries that appear to be strategically poised for long-term growth."
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.36 | 0.36 |
| Stocks | 97.51 | 97.51 |
| Bonds | 0.0 | 0.0 |
| Other | 0.25 | 0.25 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.89 | 1.89 |
| 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 | 5.23 |
| Amazon.com Inc | AMZN | 6.38 | 4.33 |
| Danaher Corporation | DHR | 11.62 | 3.07 |
| MasterCard Incorporated Class A | MA | 17.41 | 3.03 |
| Priceline.com, Inc. | PCLN | 29.37 | 2.61 |
| Gilead Sciences Inc | GILD | 44.64 | 2.32 |
| Qualcomm, Inc. | QCOM | 3.19 | 2.22 |
| American Tower Corp | AMT | 0.53 | 2.15 |
| Apple Inc | AAPL | -14.23 | 2.05 |
| eBay Inc | EBAY | 4.73 | 2.0 |













