| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.78 | 0.78 |
| Stocks | 97.67 | 97.67 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.55 | 1.55 |
| 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 | 4.71 |
| Google, Inc. Class A | GOOG | 22.65 | 2.78 |
| Philip Morris International, Inc. | PM | 11.47 | 2.6 |
| Coca-Cola Co | KO | 13.35 | 2.58 |
| International Business Machines Corp | IBM | 10.02 | 2.31 |
| Oracle Corporation | ORCL | 3.21 | 1.87 |
| MasterCard Incorporated Class A | MA | 17.41 | 1.86 |
| Microsoft Corporation | MSFT | 34.97 | 1.86 |
| Union Pacific Corp | UNP | 25.1 | 1.85 |
| Honeywell International, Inc. | HON | 25.52 | 1.84 |
