| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 97.89 | 97.89 |
| Bonds | 0.0 | 0.0 |
| Other | 0.82 | 0.82 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.3 | 1.3 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 5.4 |
| Coca-Cola Co | KO | 13.35 | 3.48 |
| Oracle Corporation | ORCL | 3.21 | 3.29 |
| Philip Morris International, Inc. | PM | 11.47 | 3.02 |
| MasterCard Incorporated Class A | MA | 17.41 | 2.48 |
| Amazon.com Inc | AMZN | 6.38 | 2.45 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.39 |
| eBay Inc | EBAY | 4.73 | 2.21 |
| Las Vegas Sands Corp | LVS | 26.26 | 2.08 |
| Microsoft Corporation | MSFT | 34.97 | 2.07 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LCGAX |
|---|---|
| AAA | 100.0 |
| AA | 0.0 |
| A | 0.0 |
| BBB | 0.0 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.0 |
