| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
3
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.28 | 3.28 |
| Stocks | 88.58 | 88.58 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.13 | 8.13 |
| 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 | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 3.94 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.41 |
| State Street Corp | STT | 22.8 | 3.31 |
| Chevron Corp | CVX | 12.05 | 3.18 |
| General Electric Co | GE | 6.43 | 3.09 |
| Travelers Companies, Inc. | TRV | 17.74 | 2.91 |
| Honeywell International, Inc. | HON | 14.92 | 2.62 |
| Citigroup Inc | C | 15.98 | 2.61 |
| Koninklijke Philips Electronics NV ADR | PHG | 3.09 | 2.59 |
| Ameriprise Financial Inc | AMP | 17.21 | 2.58 |
