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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.56 | 1.56 |
| Stocks | 50.14 | 50.14 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 48.3 | 48.3 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Pfizer Inc | PFE | 12.56 | 2.61 |
| Merck & Co Inc | MRK | 19.39 | 2.31 |
| AT&T Inc | T | 6.7 | 2.0 |
| Johnson & Johnson | JNJ | 22.65 | 1.92 |
| Eni SpA | ENI | --- | 1.88 |
| JPMorgan Chase & Co | JPM | 25.29 | 1.81 |
| Thermo Fisher Scientific Inc | TMO | 39.01 | 1.78 |
| Time Warner Cable Inc | TWC | -0.74 | 1.76 |
| General Electric Co | GE | 13.53 | 1.74 |
| United Technologies Corp | UTX | 17.42 | 1.65 |
