| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.68 | 0.68 |
| Stocks | 96.59 | 96.59 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.73 | 2.73 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Wells Fargo & Co | WFC | 20.77 | 3.41 |
| Chevron Corp | CVX | 16.51 | 3.4 |
| JPMorgan Chase & Co | JPM | 25.29 | 3.14 |
| Exxon Mobil Corporation | XOM | 7.06 | 3.09 |
| Merck & Co Inc | MRK | 19.39 | 2.67 |
| General Electric Co | GE | 13.53 | 2.54 |
| Bank of America Corporation | BAC | 16.8 | 2.41 |
| ACE Ltd | ACE | 11.62 | 2.1 |
| AT&T Inc | T | 6.7 | 2.09 |
| Citigroup Inc | C | 31.4 | 2.04 |
