| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 99.08 | 99.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.91 | 0.91 |
| 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 | |
|---|---|---|---|
| B/E Aerospace Inc | BEAV | 26.4 | 1.49 |
| Health Care REIT, Inc. | HCN | 23.72 | 1.44 |
| CVS Caremark Corp | CVS | 22.44 | 1.44 |
| Sprint Nextel Corp | S | 24.51 | 1.43 |
| National Retail Properties Inc | NNN | 28.88 | 1.4 |
| Scripps Networks Interactive Inc | SNI | 15.59 | 1.38 |
| Chipotle Mexican Grill, Inc. Class A | CMG | 21.76 | 1.36 |
| Boeing Co | BA | 21.64 | 1.35 |
| Cadence Design Systems, Inc. | CDNS | 1.55 | 1.3 |
| Hanesbrands Inc | HBI | 37.88 | 1.3 |
