| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
4
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.82 | 3.82 |
| Stocks | 95.43 | 95.43 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.76 | 0.76 |
| 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 | |
|---|---|---|---|
| UnitedHealth Group Inc | UNH | 10.5 | 17.84 |
| Express Scripts | ESRX | 10.43 | 17.73 |
| McKesson, Inc. | MCK | 9.27 | 8.52 |
| Cigna Corp | CI | 22.37 | 5.4 |
| AmerisourceBergen Corp | ABC | 25.17 | 4.56 |
| Henry Schein, Inc. | HSIC | 11.29 | 4.17 |
| Quest Diagnostics Inc | DGX | -2.23 | 4.15 |
| Laboratory Corporation of America Holdings | LH | 6.81 | 3.78 |
| Mednax, Inc. | MD | 12.09 | 3.29 |
| Cardinal Health Inc | CAH | 7.37 | 2.95 |
