| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
4
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.58 | 1.58 |
| Stocks | 97.61 | 97.61 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.81 | 0.81 |
| 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 | 3.15 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.79 |
| General Electric Co | GE | 6.43 | 2.64 |
| T. Rowe Price Group | TROW | 10.71 | 2.23 |
| Johnson & Johnson | JNJ | 21.03 | 2.06 |
| Citigroup Inc | C | 15.98 | 2.0 |
| ConocoPhillips | COP | 4.62 | 2.0 |
| Home Depot, Inc. | HD | 18.27 | 1.97 |
| Verizon Communications Inc | VZ | 23.48 | 1.91 |
| Comcast Corp Class A | CMCSA | 12.57 | 1.88 |
