| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.69 | 0.0 | 4.69 |
| Stocks | 95.15 | 0.0 | 95.15 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.41 | 2.12 | -1.72 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.88 | 0.0 | 1.88 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 3.17 |
| Apple Inc | AAPL | -16.96 | 2.96 |
| Chevron Corp | CVX | 12.05 | 2.02 |
| General Electric Co | GE | 6.43 | 1.81 |
| International Business Machines Corp | IBM | 4.66 | 1.76 |
| Johnson & Johnson | JNJ | 21.03 | 1.67 |
| Microsoft Corporation | MSFT | 23.36 | 1.66 |
| Google, Inc. Class A | GOOG | 15.98 | 1.6 |
| AT&T Inc | T | 14.09 | 1.58 |
| Pfizer Inc | PFE | 16.19 | 1.57 |
