| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.07 | 3.07 |
| Stocks | 95.38 | 95.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.55 | 1.55 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Eaton Corporation PLC | ETN | 10.17 | 6.19 |
| Pfizer Inc | PFE | 16.19 | 5.3 |
| JPMorgan Chase & Co | JPM | 10.55 | 5.03 |
| Medtronic, Inc. | MDT | 14.36 | 5.03 |
| Macy's Inc | M | 15.07 | 4.9 |
| Citigroup Inc | C | 15.98 | 4.53 |
| Chevron Corp | CVX | 12.05 | 3.74 |
| MetLife Inc | MET | 17.14 | 3.6 |
| Verizon Communications Inc | VZ | 23.48 | 3.43 |
| Halliburton Company | HAL | 21.66 | 3.42 |
