| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
The fund's portfolio is heavily concentrated.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.5 | 3.5 |
| Stocks | 87.18 | 87.18 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.31 | 9.31 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| American Tower Corp | AMT | 0.53 | 5.0 |
| Qualcomm, Inc. | QCOM | 3.19 | 4.96 |
| Google, Inc. Class A | GOOG | 22.65 | 4.3 |
| ACE Ltd | ACE | 11.62 | 4.09 |
| Starbucks Corporation | SBUX | 19.11 | 4.06 |
| Allergan, Inc. | AGN | 7.97 | 3.93 |
| Visa, Inc. | V | 19.31 | 3.79 |
| Salesforce.com, Inc. | CRM | -2.34 | 3.7 |
| Amazon.com Inc | AMZN | 6.38 | 3.6 |
| Cerner Corporation | CERN | 27.54 | 3.38 |
