| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
1
1
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.86 | 1.86 |
| Stocks | 96.63 | 96.63 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.32 | 1.32 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.2 | 0.2 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Home Depot, Inc. | HD | 18.27 | 23.27 |
| Lowe's Companies Inc. | LOW | 8.39 | 11.59 |
| Fluor Corporation | FLR | -4.14 | 3.47 |
| Vulcan Materials Company | VMC | -7.03 | 2.55 |
| Jacobs Engineering Group | JEC | 15.15 | 2.45 |
| Toll Brothers Inc | TOL | 4.83 | 2.43 |
| Apartment Investment & Management | AIV | 15.19 | 2.38 |
| Lennar Corporation | LEN | 4.6 | 2.38 |
| Quanta Services, Inc. | PWR | -0.99 | 2.33 |
| DR Horton Inc | DHI | 29.32 | 2.25 |
