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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 72.67 | 0.0 | 72.67 |
| Stocks | 97.65 | 71.78 | 25.87 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.81 | 3.36 | 1.46 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Time Warner Inc | TWX | 24.96 | 3.19 |
| Merck & Co Inc | MRK | 12.65 | 2.57 |
| ACE Ltd | ACE | 11.27 | 2.23 |
| The Hershey Company | HSY | 22.43 | 2.02 |
| CBS Corporation Class B | CBS | 22.26 | 1.93 |
| United Technologies Corp | UTX | 11.68 | 1.77 |
| Praxair, Inc. | PX | 3.96 | 1.62 |
| Emerson Electric Co. | EMR | 3.3 | 1.6 |
| Eli Lilly and Company | LLY | 10.97 | 1.59 |
| Coca-Cola Enterprises Inc | CCE | 15.35 | 1.57 |
