| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
The fund holds stocks in companies that make up part of the MSCI U.S. Prime Market Growth Index.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.29 | 0.29 |
| Stocks | 98.46 | 98.46 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.25 | 1.25 |
| 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 | 5.48 |
| International Business Machines Corp | IBM | 10.02 | 3.02 |
| Google, Inc. Class A | GOOG | 22.65 | 2.77 |
| Coca-Cola Co | KO | 13.35 | 2.15 |
| Philip Morris International, Inc. | PM | 11.47 | 2.04 |
| Wal-Mart Stores Inc | WMT | 12.31 | 1.65 |
| Oracle Corporation | ORCL | 3.21 | 1.64 |
| Qualcomm, Inc. | QCOM | 3.19 | 1.5 |
| Home Depot, Inc. | HD | 28.49 | 1.37 |
| McDonald's Corporation | MCD | 12.8 | 1.32 |
