| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
3
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.78 | 1.78 |
| Stocks | 94.38 | 94.38 |
| Bonds | 0.0 | 0.0 |
| Other | 3.84 | 3.84 |
| 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 | |
|---|---|---|---|
| Hewlett-Packard Co | HPQ | 43.73 | 1.84 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.66 |
| ConocoPhillips | COP | 4.62 | 1.59 |
| Wells Fargo & Co | WFC | 10.33 | 1.58 |
| Valero Energy Corporation | VLO | 14.24 | 1.25 |
| CVS Caremark Corp | CVS | 22.44 | 1.23 |
| AT&T Inc | T | 14.09 | 1.22 |
| UnitedHealth Group Inc | UNH | 10.5 | 1.21 |
| Verizon Communications Inc | VZ | 23.48 | 1.17 |
| Directv | DTV | 12.94 | 1.12 |
