| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
4
5
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.24 | 1.24 |
| Stocks | 98.16 | 98.16 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.59 | 0.59 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 3.55 |
| American Electric Power Co Inc | AEP | 21.13 | 3.5 |
| Microsoft Corporation | MSFT | 23.36 | 3.4 |
| Wal-Mart Stores Inc | WMT | 15.1 | 3.39 |
| General Electric Co | GE | 6.43 | 3.26 |
| AT&T Inc | T | 14.09 | 3.2 |
| Southern Copper Corporation | SCCO | -12.18 | 3.15 |
| Altria Group Inc. | MO | 16.92 | 3.1 |
| Annaly Capital Management, Inc. | NLY | 15.95 | 3.08 |
| Eli Lilly and Company | LLY | 10.97 | 3.0 |
