| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.25 | 1.25 |
| Stocks | 96.75 | 96.75 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.0 | 2.0 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 7.06 | 4.89 |
| General Electric Co | GE | 13.53 | 3.02 |
| Chevron Corp | CVX | 16.51 | 2.98 |
| AT&T Inc | T | 6.7 | 2.76 |
| Wells Fargo & Co | WFC | 20.77 | 2.42 |
| JPMorgan Chase & Co | JPM | 25.29 | 2.37 |
| Procter & Gamble Co | PG | 16.1 | 1.94 |
| Pfizer Inc | PFE | 12.56 | 1.92 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 1.47 |
| Cisco Systems Inc | CSCO | 24.94 | 1.38 |
