| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
5
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.32 | 2.32 |
| Stocks | 94.3 | 94.3 |
| Bonds | 0.0 | 0.0 |
| Other | 0.03 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.35 | 3.35 |
| 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 4.38 |
| Exxon Mobil Corporation | XOM | 1.77 | 4.05 |
| Pfizer Inc | PFE | 16.19 | 3.49 |
| Johnson & Johnson | JNJ | 21.03 | 3.43 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.31 |
| General Electric Co | GE | 6.43 | 2.7 |
| Wells Fargo & Co | WFC | 10.33 | 2.67 |
| U.S. Bancorp | USB | 3.33 | 2.55 |
| ConocoPhillips | COP | 4.62 | 2.55 |
| SPDR S&P 500 | --- | --- | 2.3 |
