| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 98.04 | 98.04 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.96 | 1.96 |
| 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 | |
|---|---|---|---|
| Adobe Systems Inc | ADBE | 18.66 | 2.78 |
| Gulfport Energy Corporation | GPOR | 33.18 | 2.71 |
| FMC Corporation | FMC | -0.03 | 2.69 |
| Whirlpool Corporation | WHR | 11.45 | 2.68 |
| Covidien PLC | COV | 10.55 | 2.67 |
| MetLife Inc | MET | 17.14 | 2.62 |
| Monsanto Company | MON | 11.41 | 2.6 |
| Martin Marietta Materials | MLM | 5.92 | 2.51 |
| Zions Bancorporation | ZION | 13.04 | 2.46 |
| BOK Financial Corp. | BOKF | 14.73 | 2.45 |
