| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
2
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.51 | 2.51 |
| Stocks | 70.73 | 70.73 |
| Bonds | 8.88 | 8.88 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 13.82 | 13.82 |
| Foreign Stocks | 4.05 | 4.05 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 05.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 05.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 5.33 |
| iShares iBoxx $ Invest Grade Corp Bond | --- | --- | 4.4 |
| Plains All American Pipeline LP | PAA | 26.94 | 4.0 |
| Union Pacific Corp | UNP | 25.1 | 3.91 |
| Pfizer Inc | PFE | 12.56 | 3.57 |
| Royal Bank Of Canada | RY | 1.22 | 3.57 |
| Johnson & Johnson | JNJ | 22.65 | 3.27 |
| Altria Group Inc. | MO | 17.37 | 3.13 |
| Wells Fargo & Co | WFC | 20.77 | 3.11 |
| TJX Companies | TJX | 19.22 | 2.94 |
