| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.99 | 0.99 |
| Stocks | 97.57 | 97.57 |
| Bonds | 0.0 | 0.0 |
| Other | 1.03 | 1.03 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.41 | 0.41 |
| 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 | |
|---|---|---|---|
| Eli Lilly and Company | LLY | 9.73 | 1.59 |
| Altria Group Inc. | MO | 17.37 | 1.57 |
| UnitedHealth Group Inc | UNH | 16.17 | 1.48 |
| Comcast Corp Class A | CMCSA | 8.82 | 1.47 |
| eBay Inc | EBAY | 4.73 | 1.44 |
| Marathon Petroleum Corp | MPC | 31.3 | 1.42 |
| Valero Energy Corporation | VLO | 30.37 | 1.41 |
| Hewlett-Packard Co | HPQ | 75.66 | 1.39 |
| WellPoint Inc | WLP | 27.83 | 1.38 |
| Procter & Gamble Co | PG | 16.1 | 1.36 |
