| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.25 | 2.25 |
| Stocks | 95.55 | 95.55 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.2 | 2.2 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.51 |
| Adtran, Inc. | ADTN | 5.48 | 3.07 |
| Hospira, Inc. | HSP | 2.75 | 2.56 |
| EMC Corporation | EMC | -11.23 | 2.47 |
| Monsanto Company | MON | 11.41 | 2.46 |
| Align Technology, Inc. | ALGN | 17.66 | 2.38 |
| Akamai Technologies, Inc. | AKAM | 6.67 | 2.22 |
| Check Point Software Technologies, Ltd. | CHKP | -2.29 | 2.2 |
| NetApp, Inc. | NTAP | 1.79 | 2.11 |
| Oracle Corporation | ORCL | -0.48 | 1.99 |
