| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
1
5
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 14.85 | 14.85 |
| Stocks | 76.39 | 76.39 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.76 | 8.76 |
| 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 | |
|---|---|---|---|
| Campbell Soup Co | CPB | 32.27 | 5.12 |
| CVS Caremark Corp | CVS | 22.44 | 5.08 |
| Mondelez International Inc | MDLZ | 24.11 | 4.92 |
| Philip Morris International, Inc. | PM | 15.4 | 4.8 |
| Procter & Gamble Co | PG | 15.12 | 4.76 |
| Amgen Inc | AMGN | 21.82 | 4.66 |
| Duke Energy Corporation | DUK | 18.58 | 4.51 |
| AT&T Inc | T | 14.09 | 3.97 |
| Novartis AG ADR | NVS | 18.86 | 3.92 |
| Northrop Grumman Corp | NOC | 12.76 | 3.87 |
