| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.53 | 4.53 |
| Stocks | 86.25 | 86.25 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.22 | 9.22 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 4.26 |
| Chevron Corp | CVX | 12.05 | 3.81 |
| Johnson & Johnson | JNJ | 21.03 | 3.4 |
| Merck & Co Inc | MRK | 12.65 | 3.16 |
| Pfizer Inc | PFE | 16.19 | 2.96 |
| AT&T Inc | T | 14.09 | 2.86 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.84 |
| General Electric Co | GE | 6.43 | 2.7 |
| Philip Morris International, Inc. | PM | 15.4 | 2.36 |
| Microsoft Corporation | MSFT | 23.36 | 2.13 |
