| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.17 | 1.17 |
| Stocks | 82.67 | 82.67 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 16.16 | 16.16 |
| 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 | |
|---|---|---|---|
| Amgen Inc | AMGN | 21.82 | 5.86 |
| Roche Holding AG | RHHVF | 23.65 | 4.83 |
| Eli Lilly and Company | LLY | 10.97 | 3.67 |
| Google, Inc. Class A | GOOG | 15.98 | 3.22 |
| Marsh & McLennan Companies, Inc. | MMC | 11.08 | 3.13 |
| Novartis AG ADR | NVS | 18.86 | 3.06 |
| Biogen Idec Inc | BIIB | 46.43 | 2.97 |
| Johnson & Johnson | JNJ | 21.03 | 2.55 |
| Texas Instruments, Inc. | TXN | 19.46 | 2.49 |
| Medtronic, Inc. | MDT | 14.36 | 2.17 |
