| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.8 | 0.8 |
| Stocks | 97.59 | 97.59 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.61 | 1.61 |
| 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 | 5.16 |
| Philip Morris International, Inc. | PM | 15.4 | 2.64 |
| Oracle Corporation | ORCL | -0.48 | 2.55 |
| Google, Inc. Class A | GOOG | 15.98 | 2.54 |
| Coca-Cola Co | KO | 17.21 | 2.48 |
| International Business Machines Corp | IBM | 4.66 | 2.2 |
| Microsoft Corporation | MSFT | 23.36 | 1.84 |
| MasterCard Incorporated Class A | MA | 10.06 | 1.82 |
| Union Pacific Corp | UNP | 16.42 | 1.78 |
| Monsanto Company | MON | 11.41 | 1.76 |
