| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.16 | 3.16 |
| Stocks | 93.08 | 93.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.76 | 3.76 |
| 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 4.04 |
| Eaton Corporation PLC | ETN | 10.17 | 3.76 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.73 |
| NextEra Energy Inc | NEE | 18.5 | 3.69 |
| United Technologies Corp | UTX | 11.68 | 3.69 |
| Coca-Cola Co | KO | 17.21 | 3.67 |
| Pfizer Inc | PFE | 16.19 | 3.67 |
| Dominion Resources Inc | D | 19.12 | 3.63 |
| General Electric Co | GE | 6.43 | 3.58 |
| Danaher Corporation | DHR | 7.63 | 3.49 |
