| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.15 | 0.15 |
| Stocks | 99.85 | 99.85 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 5.26 |
| Chevron Corp | CVX | 12.05 | 4.01 |
| General Electric Co | GE | 6.43 | 3.91 |
| Wells Fargo & Co | WFC | 10.33 | 3.24 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.21 |
| Cisco Systems Inc | CSCO | 4.58 | 3.2 |
| Procter & Gamble Co | PG | 15.12 | 3.0 |
| Johnson & Johnson | JNJ | 21.03 | 2.77 |
| AT&T Inc | T | 14.09 | 2.49 |
| Citigroup Inc | C | 15.98 | 2.27 |
