| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.32 | 1.32 |
| Stocks | 98.68 | 98.68 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | |
|---|---|---|---|
| Intel Corp | INTC | 17.43 | 4.77 |
| General Electric Co | GE | 6.43 | 4.42 |
| Wal-Mart Stores Inc | WMT | 15.1 | 3.79 |
| Walgreen Company | WAG | 32.98 | 3.77 |
| UnitedHealth Group Inc | UNH | 10.5 | 3.65 |
| Pfizer Inc | PFE | 16.19 | 3.21 |
| Eli Lilly and Company | LLY | 10.97 | 3.2 |
| Allstate Corp | ALL | 21.11 | 3.09 |
| AT&T Inc | T | 14.09 | 3.03 |
| CVS Caremark Corp | CVS | 22.44 | 2.86 |
