| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
4
5
2
5
|
|
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 | 81.48 | 81.48 |
| Bonds | 0.0 | 0.0 |
| Other | 2.54 | 2.54 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.98 | 15.98 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 22.65 | 4.56 |
| Chevron Corp | CVX | 16.51 | 4.13 |
| Merck & Co Inc | MRK | 19.39 | 3.23 |
| Wells Fargo & Co | WFC | 20.77 | 3.13 |
| JPMorgan Chase & Co | JPM | 25.29 | 3.03 |
| Exxon Mobil Corporation | XOM | 7.06 | 2.88 |
| Marsh & McLennan Companies, Inc. | MMC | 18.48 | 2.77 |
| Pfizer Inc | PFE | 12.56 | 2.67 |
| Lowe's Companies Inc. | LOW | 20.16 | 2.65 |
| 3M Co | MMM | 20.5 | 2.43 |
