| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.96 | 1.96 |
| Stocks | 89.38 | 89.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.63 | 0.63 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.03 | 8.03 |
| 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 | |
|---|---|---|---|
| Chevron Corp | CVX | 12.05 | 3.21 |
| Pfizer Inc | PFE | 16.19 | 2.69 |
| Verizon Communications Inc | VZ | 23.48 | 2.25 |
| McDonald's Corporation | MCD | 15.8 | 2.2 |
| Johnson & Johnson | JNJ | 21.03 | 2.16 |
| E.I. du Pont de Nemours & Company | DD | 19.61 | 2.03 |
| Merck & Co Inc | MRK | 12.65 | 2.03 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.99 |
| AT&T Inc | T | 14.09 | 1.98 |
| Raytheon Company | RTN | 8.08 | 1.84 |
