| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.84 | 9.84 |
| Stocks | 86.61 | 86.61 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.55 | 3.55 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 5.96 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.41 |
| Citigroup Inc | C | 15.98 | 3.18 |
| Goldman Sachs Group Inc | GS | 12.19 | 2.89 |
| Wells Fargo & Co | WFC | 10.33 | 2.81 |
| Johnson & Johnson | JNJ | 21.03 | 2.71 |
| Chevron Corp | CVX | 12.05 | 2.55 |
| Schlumberger NV | SLB | 6.93 | 2.49 |
| General Electric Co | GE | 6.43 | 1.92 |
| Newmont Mining Corporation | NEM | -28.91 | 1.91 |
