| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 52.98 | 0.0 | 52.97 |
| Stocks | 75.39 | 32.63 | 42.76 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 5.23 | 0.96 | 4.27 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 12.56 | 3.07 |
| Kraft Foods Group Inc | KRFT | 21.93 | 2.69 |
| Praxair, Inc. | PX | 6.08 | 2.51 |
| ITC Holdings Corp | ITC | 16.3 | 2.46 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.44 |
| Chevron Corp | CVX | 16.51 | 2.4 |
| EMC Corporation | EMC | -2.21 | 2.4 |
| Northrop Grumman Corp | NOC | 24.59 | 2.38 |
| Target Corp | TGT | 21.29 | 2.3 |
| Johnson & Johnson | JNJ | 22.65 | 2.21 |
