| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.35 | 0.35 |
| Stocks | 97.96 | 97.96 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.68 | 1.68 |
| 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 | |
|---|---|---|---|
| AT&T Inc | T | 14.09 | 4.0 |
| Pfizer Inc | PFE | 16.19 | 3.91 |
| Comcast Corp Class A | CMCSA | 12.57 | 3.88 |
| General Electric Co | GE | 6.43 | 3.19 |
| ConocoPhillips | COP | 4.62 | 2.8 |
| Citigroup Inc | C | 15.98 | 2.43 |
| Time Warner Inc | TWX | 24.96 | 2.24 |
| CVS Caremark Corp | CVS | 22.44 | 2.12 |
| Bank of America Corporation | BAC | 4.65 | 1.97 |
| Chevron Corp | CVX | 12.05 | 1.97 |
