| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
The fund invests in the companies that comprise the S&P MidCap 400 Index.
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.09 | 3.38 | -1.28 |
| Stocks | 101.17 | 0.0 | 101.17 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.11 | 0.0 | 0.11 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Vertex Pharmaceuticals | VRTX | 89.33 | 1.27 |
| Kansas City Southern, Inc. | KSU | 31.64 | 0.91 |
| Equinix, Inc. | EQIX | -2.32 | 0.79 |
| HollyFrontier Corp | HFC | 6.27 | 0.76 |
| Ametek, Inc. | AME | 15.52 | 0.75 |
| Realty Income Corporation | O | 13.22 | 0.75 |
| Macerich Company | MAC | 11.66 | 0.72 |
| Church & Dwight Company, Inc. | CHD | 14.21 | 0.67 |
| Alliance Data Systems Corporation | ADS | 20.22 | 0.65 |
| SL Green Realty Corporation | SLG | 13.57 | 0.62 |
