| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
2
5
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.57 | 0.0 | 7.57 |
| Stocks | 31.17 | 0.0 | 31.17 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 4.17 | 0.0 | 4.17 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 57.09 | 0.0 | 57.09 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.01 | 0.0 | 0.01 |
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 | --- | --- | 2.1 |
| Otsuka Holdings Co., Ltd. | 4578 | --- | 1.3 |
| Southern Co | SO | 12.89 | 1.25 |
| Unilever PLC | UNLYF | 7.86 | 1.19 |
| AstraZeneca PLC | AZN | --- | 1.17 |
| Johnson & Johnson | JNJ | 21.03 | 1.16 |
| Kimberly-Clark Corporation | KMB | 23.3 | 1.07 |
| Kao Corporation | 4452 | --- | 1.01 |
| Amgen Inc | AMGN | 21.82 | 0.95 |
| General Mills, Inc. | GIS | 26.32 | 0.94 |
