| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
The fund holds a wide variety of growth stocks, mostly domestic with a smaller amount of foreign stocks. Management tends to invest in sectors with rapid revenue and earnings growth opportunities, which in recent years have been healthcare, technology, and energy.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.05 | 0.05 |
| Stocks | 93.73 | 93.73 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.22 | 6.22 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.21 |
| Google, Inc. Class A | GOOG | 15.98 | 3.74 |
| eBay Inc | EBAY | 2.75 | 3.57 |
| Cognizant Technology Solutions Corporation Class A | CTSH | -14.07 | 3.08 |
| Kansas City Southern, Inc. | KSU | 24.62 | 2.88 |
| Dollar Tree Stores, Inc. | DLTR | 17.87 | 2.85 |
| Whole Foods Market, Inc. | WFM | -1.91 | 2.79 |
| Alexion Pharmaceuticals, Inc. | ALXN | 3.13 | 2.75 |
| Rackspace Hosting, Inc. | RAX | -34.17 | 2.4 |
| Tractor Supply | TSCO | 19.43 | 2.09 |
