| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.78 | 0.78 |
| Stocks | 97.06 | 97.06 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.16 | 2.16 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 7.06 | 4.95 |
| General Electric Co | GE | 13.53 | 2.87 |
| Chevron Corp | CVX | 16.51 | 2.75 |
| Pfizer Inc | PFE | 12.56 | 2.53 |
| AT&T Inc | T | 6.7 | 2.37 |
| Procter & Gamble Co | PG | 16.1 | 2.29 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 2.17 |
| Wells Fargo & Co | WFC | 20.77 | 2.12 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.12 |
| Johnson & Johnson | JNJ | 22.65 | 2.03 |
