| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.34 | 0.0 | 3.34 |
| Stocks | 86.43 | 0.0 | 86.43 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 3.47 | 3.58 | -0.11 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 10.12 | 0.0 | 10.12 |
| Convertible | 0.22 | 0.0 | 0.22 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Eastman Chemical Company | EMN | 6.75 | 6.17 |
| Pfizer Inc | PFE | 12.56 | 6.1 |
| Wyndham Worldwide Corporation | WYN | 10.22 | 6.09 |
| Valeant Pharmaceuticals International Inc | VRX | 47.58 | 5.09 |
| Omnicare Inc | OCR | 28.95 | 4.43 |
| Seagate Technology PLC | STX | 45.76 | 4.21 |
| Rockwood Holdings Inc | ROC | 36.13 | 4.2 |
| W. R. Grace & Co. | GRA | 25.55 | 4.14 |
| Occidental Petroleum Corporation | OXY | 23.89 | 3.74 |
| Packaging Corporation of America | PKG | 27.87 | 3.54 |
