| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
The fund invests in a largely fixed set of companies.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 100.0 | 100.0 |
| 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 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 11.82 |
| Union Pacific Corp | UNP | 16.42 | 11.46 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 8.93 |
| Chevron Corp | CVX | 12.05 | 8.76 |
| Praxair, Inc. | PX | 3.96 | 8.3 |
| Procter & Gamble Co | PG | 15.12 | 5.67 |
| Marathon Petroleum Corp | MPC | 17.17 | 4.65 |
| Honeywell International, Inc. | HON | 14.92 | 4.47 |
| Beam Inc | BEAM | 5.61 | 3.77 |
| Consolidated Edison, Inc. | ED | 15.12 | 3.62 |
