| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
3
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.03 | 0.0 | 2.03 |
| Stocks | 93.77 | 0.0 | 93.77 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 2.09 | -2.09 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.29 | 0.0 | 6.29 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 3.8 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.61 |
| ConAgra Foods, Inc. | CAG | 20.31 | 3.37 |
| Computer Sciences Corporation | CSC | 15.08 | 3.31 |
| ConocoPhillips | COP | 4.62 | 3.28 |
| PepsiCo Inc | PEP | 20.92 | 3.12 |
| Avery Dennison Corp | AVY | 17.3 | 3.09 |
| Royal Dutch Shell PLC ADR Class A | RDS.A | -0.77 | 3.06 |
| Chevron Corp | CVX | 12.05 | 3.03 |
| 3M Co | MMM | 13.28 | 3.0 |
