| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.46 | 2.46 |
| Stocks | 90.56 | 90.56 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.98 | 6.98 |
| 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 | 3.09 |
| Chevron Corp | CVX | 12.05 | 3.01 |
| Wells Fargo & Co | WFC | 10.33 | 3.0 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.84 |
| Citigroup Inc | C | 15.98 | 2.83 |
| CVS Caremark Corp | CVS | 22.44 | 2.43 |
| General Electric Co | GE | 6.43 | 2.39 |
| Walt Disney Co | DIS | 26.95 | 2.32 |
| Merck & Co Inc | MRK | 12.65 | 2.28 |
| PNC Financial Services Group Inc | PNC | 16.64 | 2.18 |
