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Cash U.S. Stocks
58.42%
April 30, 2013 Ajita Gupte Brian and Tammy Crockett Moderate growth/risk $243,000.00 $318,900.00
17.50%
Portfolio
S&P 500
Region North America Latin America United Kingdom Europe Africa/Middle East Japan Australasia Asia
Utilities Energy
% of Assets 62.84% 1.91% 4.21% 7.95% 6.91% 4.85% 3.91% 7.42% % of Assets 64.75% 19.07% 16.18%
Healthcare
Hardware
Consumer
Consumer
Industrial
Business
Software
Financial
Information
Services
Manufacturing
Performance Best/Worst Growth Periods* Best 14.87% 10/1/2007 Worst -36.66% 7/1/2008
3-Month Period
Portfolio Value
$350,000
$300,000
1-Year Period
$250,000
3-Year Period