| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
5
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 101.14 | 0.0 | 101.13 |
| Stocks | 89.01 | 75.4 | 13.61 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.33 | 21.07 | -14.74 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Deluxe Corporation | DLX | 14.3 | 2.03 |
| Health Management Associates, Inc. | HMA | 17.38 | 2.03 |
| Union Pacific Corp | UNP | 16.42 | 2.01 |
| Kroger Co | KR | 32.01 | 2.01 |
| Google, Inc. Class A | GOOG | 15.98 | 1.99 |
| Macy's Inc | M | 15.07 | 1.99 |
| AT&T Inc | T | 14.09 | 1.99 |
| Community Health Systems Inc | CYH | 45.48 | 1.96 |
| Leggett & Platt, Inc. | LEG | 17.05 | 1.93 |
| United Technologies Corp | UTX | 11.68 | 1.91 |
