| 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 | 1.61 | 1.61 |
| Stocks | 84.6 | 84.6 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 13.78 | 13.78 |
| 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 | |
|---|---|---|---|
| Hewlett-Packard Co | HPQ | 75.66 | 6.41 |
| Apple Inc | AAPL | -14.23 | 6.14 |
| Boeing Co | BAB | --- | 5.27 |
| Bank of America Corporation | BAC | 16.8 | 5.22 |
| Ford Motor Co | F | 24.25 | 5.2 |
| iShares Dow Jones US Home Construction | --- | --- | 5.15 |
| Citigroup Inc | C | 31.4 | 5.1 |
| AT&T Inc | T | 6.7 | 4.84 |
| Cummins Inc | CMI | 10.24 | 4.18 |
| General Electric Co | GE | 13.53 | 4.14 |
