| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
3
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 90.56 | 90.56 |
| Bonds | 0.0 | 0.0 |
| Other | 1.2 | 1.2 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.24 | 8.24 |
| 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 | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 3.11 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.72 |
| American International Group Inc | AIG | 16.69 | 2.35 |
| Hewlett-Packard Co | HPQ | 43.73 | 2.32 |
| Citigroup Inc | C | 15.98 | 1.9 |
| Pfizer Inc | PFE | 16.19 | 1.84 |
| Goldman Sachs Group Inc | GS | 12.19 | 1.78 |
| Procter & Gamble Co | PG | 15.12 | 1.76 |
| Cisco Systems Inc | CSCO | 4.58 | 1.75 |
| MetLife Inc | MET | 17.14 | 1.71 |
