| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.09 | 1.09 |
| Stocks | 96.3 | 96.3 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.62 | 2.62 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 5.73 |
| Cisco Systems Inc | CSCO | 4.58 | 5.29 |
| Microsoft Corporation | MSFT | 23.36 | 2.93 |
| Verizon Communications Inc | VZ | 23.48 | 2.62 |
| Google, Inc. Class A | GOOG | 15.98 | 2.56 |
| Coca-Cola Co | KO | 17.21 | 2.49 |
| Philip Morris International, Inc. | PM | 15.4 | 2.49 |
| International Business Machines Corp | IBM | 4.66 | 2.45 |
| Wal-Mart Stores Inc | WMT | 15.1 | 2.43 |
| Amgen Inc | AMGN | 21.82 | 2.21 |
