| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.48 | 0.48 |
| Stocks | 98.87 | 98.87 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.65 | 0.65 |
| 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 3.49 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.15 |
| Pfizer Inc | PFE | 16.19 | 3.04 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.62 |
| Wells Fargo & Co | WFC | 10.33 | 2.54 |
| Marathon Petroleum Corp | MPC | 17.17 | 2.28 |
| ConocoPhillips | COP | 4.62 | 1.81 |
| Cisco Systems Inc | CSCO | 4.58 | 1.75 |
| Citigroup Inc | C | 15.98 | 1.64 |
| Merck & Co Inc | MRK | 12.65 | 1.57 |
