| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.28 | 9.28 |
| Stocks | 86.05 | 86.05 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.4 | 4.4 |
| Convertible | 0.27 | 0.27 |
| 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 | |
|---|---|---|---|
| Union Pacific Corp | UNP | 16.42 | 16.74 |
| United Parcel Service Inc (UPS) Class B | UPS | 15.88 | 16.63 |
| FedEx Corporation | FDX | 0.46 | 6.55 |
| Delta Air Lines Inc | DAL | 41.87 | 4.09 |
| Norfolk Southern Corporation | NSC | 23.22 | 3.5 |
| CSX Corp | CSX | 22.71 | 3.17 |
| J.B. Hunt Transport Services, Inc. | JBHT | 16.28 | 2.86 |
| United Continental Holdings Inc | UAL | 36.91 | 2.46 |
| Hub Group, Inc. Class A | HUBG | 5.12 | 2.05 |
| Ducommun Inc | DCO | 50.28 | 1.95 |
