| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.58 | 3.58 |
| Stocks | 96.42 | 96.42 |
| 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 | |
|---|---|---|---|
| Wells Fargo & Co | WFC | 10.33 | 3.88 |
| Pfizer Inc | PFE | 16.19 | 2.91 |
| Merck & Co Inc | MRK | 12.65 | 2.78 |
| Johnson & Johnson | JNJ | 21.03 | 2.7 |
| Verizon Communications Inc | VZ | 23.48 | 2.57 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.51 |
| ConocoPhillips | COP | 4.62 | 2.37 |
| T. Rowe Price Group | TROW | 10.71 | 1.92 |
| BlackRock Inc | BLK | 27.05 | 1.87 |
| Occidental Petroleum Corporation | OXY | 15.12 | 1.76 |
