| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
5
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.97 | 1.97 |
| Stocks | 76.53 | 76.53 |
| Bonds | 0.0 | 0.0 |
| Other | 0.22 | 0.22 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 20.85 | 20.85 |
| Convertible | 0.07 | 0.07 |
| Preferred | 0.36 | 0.36 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| General Electric Co | GE | 6.43 | 3.07 |
| Pfizer Inc | PFE | 16.19 | 2.8 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.45 |
| Enbridge, Inc. | ENB | 8.64 | 2.26 |
| Johnson & Johnson | JNJ | 21.03 | 2.13 |
| Wells Fargo & Co | WFC | 10.33 | 1.79 |
| BP PLC ADR | BP | 5.33 | 1.69 |
| Verizon Communications Inc | VZ | 23.48 | 1.68 |
| Merck & Co Inc | MRK | 12.65 | 1.66 |
| Lorillard, Inc. | LO | 11.13 | 1.66 |
