| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
2
5
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.14 | 7.14 |
| Stocks | 30.96 | 30.96 |
| Bonds | 0.0 | 0.0 |
| Other | 4.23 | 4.23 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 57.66 | 57.66 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.01 | 0.01 |
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 | --- | --- | 2.49 |
| Otsuka Holdings Co., Ltd. | 4578 | --- | 1.29 |
| Southern Co | SO | 5.32 | 1.23 |
| Unilever PLC | UNLYF | 12.57 | 1.18 |
| Johnson & Johnson | JNJ | 22.65 | 1.16 |
| AstraZeneca PLC | AZN | --- | 1.16 |
| Kimberly-Clark Corporation | KMB | 15.49 | 1.08 |
| Kao Corporation | 4452 | --- | 0.95 |
| General Mills, Inc. | GIS | 19.15 | 0.92 |
| Edison International | EIX | 2.47 | 0.88 |
