| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.99 | 2.99 |
| Stocks | 86.32 | 86.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.7 | 10.7 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Stanley Black & Decker Inc | SWK | 1.19 | 2.32 |
| Capital One Financial Corp | COF | -0.91 | 2.31 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.28 |
| SLM Corp | SLM | 20.96 | 2.23 |
| Wells Fargo & Co | WFC | 10.33 | 2.18 |
| Citigroup Inc | C | 15.98 | 2.15 |
| Johnson & Johnson | JNJ | 21.03 | 2.0 |
| Pfizer Inc | PFE | 16.19 | 1.86 |
| AT&T Inc | T | 14.09 | 1.85 |
| Rockwood Holdings Inc | ROC | 26.47 | 1.63 |
