| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
2
4
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.75 | 0.75 |
| Stocks | 92.69 | 92.69 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.55 | 6.55 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 3.08 |
| Wells Fargo & Co | WFC | 10.33 | 3.06 |
| Microsoft Corporation | MSFT | 23.36 | 3.02 |
| American International Group Inc | AIG | 16.69 | 3.01 |
| Occidental Petroleum Corporation | OXY | 15.12 | 2.73 |
| Target Corp | TGT | 19.82 | 2.28 |
| EQT Corp | EQT | 28.62 | 2.24 |
| Boeing Co | BA | 21.64 | 2.21 |
| Baxter International Inc. | BAX | 4.05 | 2.12 |
| Anadarko Petroleum Corp | APC | 12.12 | 2.11 |
