| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
2
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.1 | 3.1 |
| Stocks | 91.97 | 91.97 |
| Bonds | 0.0 | 0.0 |
| Other | 0.2 | 0.2 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.73 | 4.73 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Sp500 Emini Ft 06/13 Sht | --- | --- | 2.0 |
| Amgen Inc | AMGN | 16.09 | 1.51 |
| Wal-Mart Stores Inc | WMT | 12.31 | 1.48 |
| PartnerRe Ltd. | PRE | 12.35 | 1.44 |
| Hormel Foods Corporation | HRL | 28.55 | 1.41 |
| Kimberly-Clark Corporation | KMB | 15.49 | 1.32 |
| McKesson, Inc. | MCK | 16.48 | 1.22 |
| Target Corp | TGT | 21.29 | 1.2 |
| DTE Energy Holding Company | DTE | 12.29 | 1.2 |
| Exxon Mobil Corporation | XOM | 7.06 | 1.13 |
