| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
1
5
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 47.75 | 47.75 |
| Stocks | 52.25 | 52.25 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| 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 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 12.56 | 5.49 |
| Verizon Communications Inc | VZ | 14.84 | 5.32 |
| Johnson & Johnson | JNJ | 22.65 | 5.12 |
| Merck & Co Inc | MRK | 19.39 | 4.81 |
| AT&T Inc | T | 6.7 | 4.66 |
| E.I. du Pont de Nemours & Company | DD | 26.75 | 4.41 |
| Intel Corp | INTC | 24.59 | 4.15 |
| Procter & Gamble Co | PG | 16.1 | 3.74 |
| Chevron Corp | CVX | 16.51 | 3.15 |
| McDonald's Corporation | MCD | 12.8 | 3.06 |
