| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.36 | 1.36 |
| Stocks | 96.46 | 96.46 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.18 | 2.18 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Celgene Corporation | CELG | 48.67 | 2.43 |
| Terex Corp | TEX | -1.96 | 2.37 |
| HollyFrontier Corp | HFC | 4.85 | 2.33 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.32 |
| Goldman Sachs Group Inc | GS | 12.19 | 2.26 |
| Cadence Design Systems, Inc. | CDNS | 1.55 | 2.22 |
| Home Depot, Inc. | HD | 18.27 | 2.22 |
| Thermo Fisher Scientific Inc | TMO | 26.8 | 2.21 |
| CVS Caremark Corp | CVS | 22.44 | 2.18 |
| W. R. Grace & Co. | GRA | 12.88 | 2.18 |
