| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.31 | 4.31 |
| Stocks | 81.56 | 81.56 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 14.13 | 14.13 |
| 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 | |
|---|---|---|---|
| Citigroup Inc | C | 31.4 | 3.95 |
| JPMorgan Chase & Co | JPM | 25.29 | 3.18 |
| Pfizer Inc | PFE | 12.56 | 2.31 |
| Viacom, Inc. Class B | VIAB | 27.43 | 2.3 |
| Hewlett-Packard Co | HPQ | 75.66 | 2.27 |
| Allstate Corp | ALL | 19.42 | 2.25 |
| Bank of New York Mellon Corp | BK | 18.64 | 2.19 |
| Microsoft Corporation | MSFT | 34.97 | 2.18 |
| Wells Fargo & Co | WFC | 20.77 | 2.13 |
| Weatherford International Ltd | WFT | 21.63 | 2.12 |
