| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 77.64 | 77.64 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 22.36 | 22.36 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| American Express Co | AXP | 19.49 | 10.76 |
| Wells Fargo & Co | WFC | 10.33 | 9.02 |
| Bank of New York Mellon Corp | BK | 8.87 | 5.93 |
| State Bank of India GDR | SBID | --- | 5.87 |
| Markel Corporation | MKL | 23.44 | 5.63 |
| Loews Corporation | L | 10.07 | 5.59 |
| Oaktree Capital Group LLC | OAK | 17.19 | 5.18 |
| Julius Baer Gruppe AG | BAER | --- | 4.98 |
| Alleghany Corp DEL | Y | 15.18 | 4.89 |
| American International Group Inc | AIG | 16.69 | 4.87 |
