| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
5
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.98 | 2.98 |
| Stocks | 95.98 | 95.98 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.04 | 1.04 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Wells Fargo & Co | WFC | 20.77 | 3.15 |
| Exxon Mobil Corporation | XOM | 7.06 | 2.68 |
| General Electric Co | GE | 13.53 | 2.48 |
| Johnson & Johnson | JNJ | 22.65 | 2.1 |
| Citigroup Inc | C | 31.4 | 2.06 |
| Occidental Petroleum Corporation | OXY | 23.89 | 2.06 |
| Verizon Communications Inc | VZ | 14.84 | 2.04 |
| Home Depot, Inc. | HD | 28.49 | 2.02 |
| Microsoft Corporation | MSFT | 34.97 | 1.97 |
| ConocoPhillips | COP | 9.35 | 1.96 |
