| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
2
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 87.5 | 87.5 |
| Bonds | 0.0 | 0.0 |
| Other | 1.16 | 1.16 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 11.34 | 11.34 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 12.56 | 3.54 |
| Johnson & Johnson | JNJ | 22.65 | 3.27 |
| Apple Inc | AAPL | -14.23 | 3.24 |
| Exxon Mobil Corporation | XOM | 7.06 | 2.78 |
| General Electric Co | GE | 13.53 | 2.68 |
| Philip Morris International, Inc. | PM | 11.47 | 2.62 |
| Merck & Co Inc | MRK | 19.39 | 2.26 |
| AT&T Inc | T | 6.7 | 2.17 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.16 |
| Kroger Co | KR | 31.21 | 2.13 |
