| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
With only about 30 holdings, this fund is relatively concentrated.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.77 | 1.77 |
| Stocks | 98.23 | 98.23 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | |
|---|---|---|---|
| Dell Inc | DELL | 32.25 | 4.38 |
| Hewlett-Packard Co | HPQ | 43.73 | 4.37 |
| H&R Block Inc | HRB | 51.48 | 4.13 |
| Staples, Inc. | SPLS | 15.79 | 3.49 |
| Gannett Co Inc | GCI | 11.83 | 3.46 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 3.39 |
| Western Union Company | WU | 15.83 | 3.36 |
| GameStop Corp Class A | GME | 39.56 | 3.35 |
| Pfizer Inc | PFE | 16.19 | 3.34 |
| McDonald's Corporation | MCD | 15.8 | 3.34 |
