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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.94 | 5.94 |
| Stocks | 41.12 | 41.12 |
| Bonds | 0.0 | 0.0 |
| Other | 0.29 | 0.29 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 52.66 | 52.66 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 22.65 | 3.07 |
| Microsoft Corporation | MSFT | 34.97 | 2.24 |
| Apple Inc | AAPL | -14.23 | 2.0 |
| Sap AG | SAP | --- | 1.81 |
| HSBC Holdings PLC | HBCYF | 7.93 | 1.65 |
| Credit Suisse Group | CSGN | --- | 1.63 |
| British American Tobacco PLC | BATS | --- | 1.55 |
| Express Scripts | ESRX | 16.43 | 1.55 |
| Check Point Software Technologies, Ltd. | CHKP | 4.51 | 1.52 |
| Priceline.com, Inc. | PCLN | 29.37 | 1.48 |
