| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.73 | 4.73 |
| Stocks | 86.72 | 86.72 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.55 | 8.55 |
| 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 | |
|---|---|---|---|
| Mondelez International Inc | MDLZ | 24.11 | 5.28 |
| Bank of New York Mellon Corp | BK | 8.87 | 5.04 |
| Goldman Sachs Group Inc | GS | 12.19 | 4.96 |
| KDDI Corp. ADR | KDDIY | 35.98 | 4.77 |
| WellPoint Inc | WLP | 19.25 | 4.19 |
| Google, Inc. Class A | GOOG | 15.98 | 4.15 |
| Bank of America Corporation | BAC | 4.65 | 3.96 |
| Alliant Techsystems Inc | ATK | 20.42 | 3.91 |
| Sysco Corporation | SYY | 10.96 | 3.86 |
| Owens & Minor, Inc. | OMI | 12.0 | 3.72 |
