| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
4
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.44 | 3.44 |
| Stocks | 96.55 | 96.55 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.01 | 0.01 |
| 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 | |
|---|---|---|---|
| SPDR S&P MidCap 400 | --- | --- | 3.07 |
| Protective Life Corp | PL | 30.83 | 1.32 |
| BioMed Realty Trust Inc | BMR | 16.79 | 1.15 |
| Regeneron Pharmaceuticals, Inc. | REGN | 38.71 | 1.0 |
| Kansas City Southern, Inc. | KSU | 24.62 | 0.98 |
| Vertex Pharmaceuticals | VRTX | 83.37 | 0.94 |
| Green Mountain Coffee Roasters, Inc. | GMCR | 38.1 | 0.9 |
| Equinix, Inc. | EQIX | 4.78 | 0.81 |
| HollyFrontier Corp | HFC | 4.85 | 0.79 |
| Ametek, Inc. | AME | 6.15 | 0.77 |
