| 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 | 0.34 | 0.34 |
| Stocks | 97.87 | 97.87 |
| Bonds | 0.0 | 0.0 |
| Other | 0.15 | 0.15 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.64 | 1.64 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 12.56 | 3.92 |
| AT&T Inc | T | 6.7 | 3.89 |
| Comcast Corp Class A | CMCSA | 8.82 | 3.82 |
| General Electric Co | GE | 13.53 | 3.03 |
| ConocoPhillips | COP | 9.35 | 2.77 |
| Citigroup Inc | C | 31.4 | 2.44 |
| Time Warner Inc | TWX | 23.72 | 2.31 |
| CVS Caremark Corp | CVS | 22.23 | 2.17 |
| Bank of America Corporation | BAC | 16.8 | 2.04 |
| Anadarko Petroleum Corp | APC | 19.28 | 1.93 |
