| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.06 | 3.06 |
| Stocks | 91.64 | 91.64 |
| Bonds | 0.0 | 0.0 |
| Other | 0.24 | 0.24 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.07 | 5.07 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Sp500 Emini Ft 06/13 Sht | --- | --- | 2.04 |
| Amgen Inc | AMGN | 21.82 | 1.63 |
| Wal-Mart Stores Inc | WMT | 15.1 | 1.46 |
| PartnerRe Ltd. | PRE | 15.65 | 1.46 |
| Hormel Foods Corporation | HRL | 33.0 | 1.45 |
| Kimberly-Clark Corporation | KMB | 23.3 | 1.29 |
| McKesson, Inc. | MCK | 9.27 | 1.28 |
| Target Corp | TGT | 19.82 | 1.2 |
| Exxon Mobil Corporation | XOM | 1.77 | 1.18 |
| DTE Energy Holding Company | DTE | 21.67 | 1.15 |
