| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
5
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 87.1 | 87.1 |
| Bonds | 0.0 | 0.0 |
| Other | 1.99 | 1.99 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.9 | 10.9 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 3.7 |
| Johnson & Johnson | JNJ | 21.03 | 3.29 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.96 |
| General Electric Co | GE | 6.43 | 2.92 |
| Apple Inc | AAPL | -16.96 | 2.83 |
| Philip Morris International, Inc. | PM | 15.4 | 2.68 |
| AT&T Inc | T | 14.09 | 2.24 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.2 |
| Kroger Co | KR | 32.01 | 2.16 |
| Wells Fargo & Co | WFC | 10.33 | 2.13 |
