| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.21 | 0.21 |
| Stocks | 94.46 | 94.46 |
| Bonds | 0.0 | 0.0 |
| Other | 0.61 | 0.61 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.72 | 4.72 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 4.46 |
| Exxon Mobil Corporation | XOM | 1.77 | 4.37 |
| General Electric Co | GE | 6.43 | 4.28 |
| Pfizer Inc | PFE | 16.19 | 3.44 |
| Devon Energy Corp | DVN | 6.53 | 2.51 |
| Halliburton Company | HAL | 21.66 | 2.46 |
| Travelers Companies, Inc. | TRV | 17.74 | 2.17 |
| Lowe's Companies Inc. | LOW | 8.39 | 2.17 |
| Boeing Co | BA | 21.64 | 2.03 |
| Bank of America Corporation | BAC | 4.65 | 2.0 |
