| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
4
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.06 | 2.06 |
| Stocks | 94.31 | 94.31 |
| Bonds | 0.0 | 0.0 |
| Other | 0.02 | 0.02 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.61 | 3.61 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 7.06 | 3.72 |
| Chevron Corp | CVX | 16.51 | 3.35 |
| General Electric Co | GE | 13.53 | 2.89 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.86 |
| Wells Fargo & Co | WFC | 20.77 | 2.44 |
| Pfizer Inc | PFE | 12.56 | 2.43 |
| AT&T Inc | T | 6.7 | 2.05 |
| Merck & Co Inc | MRK | 19.39 | 2.04 |
| Wal-Mart Stores Inc | WMT | 12.31 | 1.61 |
| International Business Machines Corp | IBM | 10.02 | 1.54 |
