| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.56 | 3.56 |
| Stocks | 80.28 | 80.28 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 16.16 | 16.16 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 15.69 |
| American International Group Inc | AIG | 16.69 | 7.65 |
| Travelers Companies, Inc. | TRV | 17.74 | 7.29 |
| ACE Ltd | ACE | 11.27 | 6.99 |
| Marsh & McLennan Companies, Inc. | MMC | 11.08 | 6.04 |
| Everest Re Group, Ltd. | RE | 21.41 | 4.31 |
| Allied World Assurance Company Holdings AG | AWH | 14.92 | 4.17 |
| MetLife Inc | MET | 17.14 | 4.08 |
| Axis Capital Holdings Ltd | AXS | 28.09 | 3.87 |
| Proassurance Corporation | PRA | 16.76 | 3.22 |
