| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
4
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.99 | 2.99 |
| Stocks | 89.3 | 89.3 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.7 | 7.7 |
| 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 | |
|---|---|---|---|
| Microsoft Corporation | MSFT | 23.36 | 2.3 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.03 |
| MetLife Inc | MET | 17.14 | 1.89 |
| ConocoPhillips | COP | 4.62 | 1.76 |
| Chevron Corp | CVX | 12.05 | 1.75 |
| Merck & Co Inc | MRK | 12.65 | 1.54 |
| Travelers Companies, Inc. | TRV | 17.74 | 1.49 |
| Pfizer Inc | PFE | 16.19 | 1.48 |
| General Electric Co | GE | 6.43 | 1.48 |
| Johnson & Johnson | JNJ | 21.03 | 1.47 |
