| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 82.22 | 82.22 |
| Bonds | 0.0 | 0.0 |
| Other | 2.53 | 2.53 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.25 | 15.25 |
| 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 4.59 |
| Chevron Corp | CVX | 12.05 | 4.13 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.42 |
| Wells Fargo & Co | WFC | 10.33 | 3.12 |
| Merck & Co Inc | MRK | 12.65 | 3.12 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.01 |
| Pfizer Inc | PFE | 16.19 | 2.92 |
| Marsh & McLennan Companies, Inc. | MMC | 11.08 | 2.84 |
| Lowe's Companies Inc. | LOW | 8.39 | 2.68 |
| 3M Co | MMM | 13.28 | 2.53 |
