| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
3
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.48 | 3.48 |
| Stocks | 94.6 | 94.6 |
| Bonds | 0.0 | 0.0 |
| Other | 0.02 | 0.02 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.91 | 1.91 |
| 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 | |
|---|---|---|---|
| Alterra Capital Holdings Ltd. | ALTE | 16.03 | 3.04 |
| AMERISAFE, Inc. | AMSF | 16.22 | 2.94 |
| MetLife Inc | MET | 17.14 | 2.62 |
| Verisk Analytics, Inc. | VRSK | 18.93 | 2.59 |
| Arch Capital Group Ltd | ACGL | 20.01 | 2.54 |
| Hanover Insurance Group, Inc. | THG | 27.31 | 2.53 |
| Visa, Inc. | V | 9.74 | 2.42 |
| NetSpend Holdings, Inc. | NTSP | 34.94 | 2.41 |
| American Safety Insurance Holdings Ltd. | ASI | 25.32 | 2.41 |
| American Financial Group Inc | AFG | 21.51 | 2.39 |
