| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
1
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 35.33 | 35.33 |
| Stocks | 46.2 | 46.2 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 18.47 | 18.47 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Djia Mini E-Cbot Mar13 | --- | --- | 18.47 |
| International Business Machines Corp | IBM | 4.66 | 5.2 |
| Chevron Corp | CVX | 12.05 | 2.95 |
| 3M Co | MMM | 13.28 | 2.57 |
| Caterpillar Inc | CAT | -6.71 | 2.52 |
| McDonald's Corporation | MCD | 15.8 | 2.44 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.3 |
| United Technologies Corp | UTX | 11.68 | 2.24 |
| Travelers Companies, Inc. | TRV | 17.74 | 2.01 |
| Procter & Gamble Co | PG | 15.12 | 1.92 |
