| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.56 | 2.56 |
| Stocks | 74.37 | 74.37 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 23.08 | 23.08 |
| 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 | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 3.93 |
| Johnson & Johnson | JNJ | 21.03 | 3.86 |
| Chevron Corp | CVX | 12.05 | 3.66 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.61 |
| Wal-Mart Stores Inc | WMT | 15.1 | 3.45 |
| Coca-Cola Co | KO | 17.21 | 3.29 |
| Philip Morris International, Inc. | PM | 15.4 | 3.09 |
| Procter & Gamble Co | PG | 15.12 | 2.94 |
| Microsoft Corporation | MSFT | 23.36 | 2.76 |
| BHP Billiton PLC ADR | BBL | -19.4 | 2.42 |
