| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 95.94 | 95.94 |
| Bonds | 0.0 | 0.0 |
| Other | 0.96 | 0.96 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.1 | 3.1 |
| 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 | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 4.26 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.18 |
| General Electric Co | GE | 6.43 | 3.02 |
| Cisco Systems Inc | CSCO | 4.58 | 2.68 |
| Valero Energy Corporation | VLO | 14.24 | 2.24 |
| Citigroup Inc | C | 15.98 | 2.16 |
| Wells Fargo & Co | WFC | 10.33 | 2.13 |
| Texas Instruments, Inc. | TXN | 19.46 | 1.99 |
| Johnson & Johnson | JNJ | 21.03 | 1.95 |
| Cameron International Corporation | CAM | 7.26 | 1.95 |
