| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
1
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 23.81 | 0.0 | 23.81 |
| Stocks | 145.82 | 0.0 | 145.82 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.14 | 70.0 | -69.87 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.23 | 0.0 | 0.23 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| International Business Machines Corp | IBM | 4.66 | 16.39 |
| Chevron Corp | CVX | 12.05 | 9.13 |
| 3M Co | MMM | 13.28 | 8.17 |
| McDonald's Corporation | MCD | 15.8 | 7.66 |
| United Technologies Corp | UTX | 11.68 | 7.18 |
| Exxon Mobil Corporation | XOM | 1.77 | 6.92 |
| Caterpillar Inc | CAT | -6.71 | 6.68 |
| Boeing Co | BA | 21.64 | 6.59 |
| Travelers Companies, Inc. | TRV | 17.74 | 6.47 |
| Johnson & Johnson | JNJ | 21.03 | 6.26 |
