| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.83 | 5.83 |
| Stocks | 90.35 | 90.35 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.82 | 3.82 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 3.74 |
| Wells Fargo & Co | WFC | 20.77 | 3.12 |
| Chevron Corp | CVX | 16.51 | 3.01 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.8 |
| Freeport-McMoRan Copper & Gold Class B | FCX | -6.15 | 2.79 |
| Pfizer Inc | PFE | 12.56 | 2.44 |
| Microsoft Corporation | MSFT | 34.97 | 2.42 |
| Exxon Mobil Corporation | XOM | 7.06 | 2.28 |
| Anadarko Petroleum Corp | APC | 19.28 | 2.21 |
| Johnson & Johnson | JNJ | 22.65 | 2.06 |
