| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.91 | 4.91 |
| Stocks | 74.38 | 74.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 20.71 | 20.71 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| American Express Co | AXP | 33.73 | 10.85 |
| Wells Fargo & Co | WFC | 20.77 | 6.41 |
| Markel Corporation | MKL | 20.11 | 5.84 |
| Bank of New York Mellon Corp | BK | 18.64 | 5.55 |
| Loews Corporation | L | 12.9 | 5.53 |
| State Bank of India GDR | SBID | --- | 5.22 |
| Oaktree Capital Group LLC | OAK | 17.96 | 5.03 |
| Alleghany Corp DEL | Y | 13.74 | 4.95 |
| Julius Baer Gruppe AG | BAER | --- | 4.68 |
| American International Group Inc | AIG | 26.77 | 4.48 |
