| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
3
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.48 | 1.48 |
| Stocks | 83.82 | 83.82 |
| Bonds | 0.0 | 0.0 |
| Other | 0.15 | 0.15 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 14.55 | 14.55 |
| 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 | |
|---|---|---|---|
| Biogen Idec Inc | BIIB | 46.43 | 5.95 |
| Amgen Inc | AMGN | 21.82 | 5.88 |
| Eli Lilly and Company | LLY | 10.97 | 4.48 |
| Roche Holding AG | RHHVF | 23.65 | 4.21 |
| FedEx Corporation | FDX | 0.46 | 3.33 |
| Biomarin Pharmaceutical, Inc. | BMRN | 29.43 | 3.11 |
| Google, Inc. Class A | GOOG | 15.98 | 2.9 |
| Monsanto Company | MON | 11.41 | 2.88 |
| Altera Corp. | ALTR | -6.92 | 2.66 |
| Novartis AG ADR | NVS | 18.86 | 2.61 |
