| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.09 | 0.0 | 7.09 |
| Stocks | 56.87 | 0.0 | 56.87 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 4.11 | 0.0 | 4.11 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 31.94 | 0.0 | 31.94 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 2.96 |
| Oracle Corporation | ORCL | -0.48 | 2.94 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.89 |
| 3M Co | MMM | 13.28 | 2.75 |
| Intel Corp | INTC | 17.43 | 2.42 |
| Wells Fargo & Co | WFC | 10.33 | 2.41 |
| Microsoft Corporation | MSFT | 23.36 | 2.41 |
| Novo Nordisk A/S | NONOF | 5.13 | 2.08 |
| Unilever NV DR | UNLNF | 12.65 | 2.08 |
| UnitedHealth Group Inc | UNH | 10.5 | 2.05 |
