| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.17 | 1.17 |
| Stocks | 96.88 | 96.88 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.95 | 1.95 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 4.74 |
| JPMorgan Chase & Co | JPM | 10.55 | 4.12 |
| ConocoPhillips | COP | 4.62 | 3.71 |
| Pfizer Inc | PFE | 16.19 | 3.32 |
| Wells Fargo & Co | WFC | 10.33 | 3.11 |
| iShares Russell 1000 Value Index | --- | --- | 3.02 |
| Merck & Co Inc | MRK | 12.65 | 2.98 |
| Walgreen Company | WAG | 32.98 | 2.96 |
| AT&T Inc | T | 14.09 | 2.63 |
| Verizon Communications Inc | VZ | 23.48 | 2.55 |
