| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 50.32 | 0.01 | 50.32 |
| Stocks | 79.89 | 33.98 | 45.91 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.64 | 0.87 | 3.77 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Pfizer Inc | PFE | 16.19 | 3.08 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.88 |
| Kraft Foods Group Inc | KRFT | 13.42 | 2.72 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.51 |
| Praxair, Inc. | PX | 3.96 | 2.47 |
| ITC Holdings Corp | ITC | 18.73 | 2.4 |
| Chevron Corp | CVX | 12.05 | 2.36 |
| EMC Corporation | EMC | -11.23 | 2.33 |
| Target Corp | TGT | 19.82 | 2.25 |
| Northrop Grumman Corp | NOC | 12.76 | 2.23 |
