| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.86 | 3.86 |
| Stocks | 74.77 | 74.77 |
| Bonds | 7.13 | 7.13 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 1.38 | 1.38 |
| Foreign Stocks | 11.78 | 11.78 |
| Convertible | 0.0 | 0.0 |
| Preferred | 1.08 | 1.08 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Liberty Global, Inc. | LBTYK | 17.14 | 4.2 |
| Lowe's Companies Inc. | LOW | 8.39 | 4.13 |
| AutoZone Inc | AZO | 15.76 | 3.49 |
| Google, Inc. Class A | GOOG | 15.98 | 3.01 |
| United Rentals Inc | URI | 11.67 | 2.97 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.63 |
| Mondelez International Inc | MDLZ | 24.11 | 2.56 |
| Citigroup Inc | C | 15.98 | 2.56 |
| Constellation Brands Inc. Class A | STZ | 39.11 | 2.53 |
| Hologic Inc | HOLX | 1.25 | 2.53 |
