| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
4
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 21.92 | 21.92 |
| Stocks | 78.08 | 78.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | |
|---|---|---|---|
| Travelers Companies, Inc. | TRV | 17.27 | 4.63 |
| Time Warner Inc | TWX | 23.72 | 4.14 |
| Pfizer Inc | PFE | 12.56 | 3.89 |
| Home Depot, Inc. | HD | 28.49 | 3.61 |
| Comcast Corp | CMCSK | 9.06 | 3.5 |
| Ameriprise Financial Inc | AMP | 30.93 | 3.24 |
| Walt Disney Co | DIS | 28.14 | 2.88 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.88 |
| Microsoft Corporation | MSFT | 34.97 | 2.6 |
| Meredith Corporation | MDP | 20.74 | 2.52 |
