| Scorecard |
|---|
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3 / 5 Stars
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|
Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 11.66 | 11.66 |
| Stocks | 64.08 | 64.08 |
| Bonds | 2.14 | 2.14 |
| Other | 0.4 | 0.4 |
| Foreign Bonds | 0.89 | 0.89 |
| Foreign Stocks | 20.83 | 20.83 |
| 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 | |
|---|---|---|---|
| Merck & Co Inc | MRK | 19.39 | 2.86 |
| CVS Caremark Corp | CVS | 22.23 | 2.3 |
| Microsoft Corporation | MSFT | 34.97 | 2.28 |
| British American Tobacco PLC | BATS | --- | 2.01 |
| American International Group Inc | AIG | 26.77 | 1.91 |
| News Corporation Class B | NWS | 24.64 | 1.91 |
| Apple Inc | AAPL | -14.23 | 1.81 |
| White Mountains Insurance Group Ltd. | WTM | 16.44 | 1.75 |
| Vodafone Group PLC | VODPF | 15.32 | 1.75 |
| Marathon Oil Corp | MRO | 16.76 | 1.7 |
