| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
3
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.18 | 5.18 |
| Stocks | 86.13 | 86.13 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.68 | 8.68 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.01 | 0.01 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| United Technologies Corp | UTX | 11.68 | 22.44 |
| Boeing Co | BA | 21.64 | 13.43 |
| Precision Castparts Corp. | PCP | 0.29 | 6.51 |
| General Dynamics | GD | 7.32 | 5.4 |
| Honeywell International, Inc. | HON | 14.92 | 4.85 |
| Teledyne Technologies Inc | TDY | 13.62 | 4.8 |
| Meggitt PLC | MGGT | --- | 4.69 |
| Textron Inc | TXT | 0.44 | 4.62 |
| TransDigm Group Inc | TDG | 7.8 | 4.52 |
| Esterline Technologies | ESL | 15.52 | 3.5 |
