| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.03 | 0.0 | 0.03 |
| Stocks | 97.15 | 0.0 | 97.15 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 2.81 | 0.0 | 2.81 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 4.48 |
| iShares Russell 1000 Value Index | --- | --- | 3.69 |
| Pfizer Inc | PFE | 16.19 | 2.75 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.62 |
| Chevron Corp | CVX | 12.05 | 2.49 |
| Wells Fargo & Co | WFC | 10.33 | 2.47 |
| General Electric Co | GE | 6.43 | 2.26 |
| AT&T Inc | T | 14.09 | 1.97 |
| Citigroup Inc | C | 15.98 | 1.65 |
| Cisco Systems Inc | CSCO | 4.58 | 1.48 |
