| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 97.36 | 97.36 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.63 | 2.63 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| iShares S&P 500 Value Index | --- | --- | 1.88 |
| Seagate Technology PLC | STX | 45.76 | 1.53 |
| Health Care REIT, Inc. | HCN | 14.08 | 1.44 |
| National Retail Properties Inc | NNN | 15.58 | 1.4 |
| Equity Residential | EQR | 1.71 | 1.38 |
| LSI Corporation | LSI | 4.81 | 1.33 |
| Cadence Design Systems, Inc. | CDNS | 12.14 | 1.3 |
| Reinsurance Group of America Inc | RGA | 24.98 | 1.3 |
| Hanesbrands Inc | HBI | 37.52 | 1.3 |
| L-3 Communications Holdings Inc | LLL | 14.37 | 1.28 |
