| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.59 | 4.59 |
| Stocks | 93.66 | 93.66 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.74 | 1.74 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 5.21 |
| International Business Machines Corp | IBM | 4.66 | 2.76 |
| Microsoft Corporation | MSFT | 23.36 | 2.64 |
| Google, Inc. Class A | GOOG | 15.98 | 2.62 |
| Coca-Cola Co | KO | 17.21 | 1.9 |
| Philip Morris International, Inc. | PM | 15.4 | 1.8 |
| Verizon Communications Inc | VZ | 23.48 | 1.66 |
| Oracle Corporation | ORCL | -0.48 | 1.65 |
| PepsiCo Inc | PEP | 20.92 | 1.5 |
| Qualcomm, Inc. | QCOM | 0.5 | 1.41 |
