| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
3
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.99 | 3.99 |
| Stocks | 87.4 | 87.4 |
| Bonds | 0.0 | 0.0 |
| Other | 0.78 | 0.78 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.83 | 7.83 |
| 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 | |
|---|---|---|---|
| Triumph Group, Inc. | TGI | 20.05 | 2.26 |
| Prestige Brands Holdings Inc | PBH | 49.03 | 2.15 |
| Actavis Inc | ACT | 43.69 | 1.87 |
| NeuStar, Inc. | NSR | 15.67 | 1.76 |
| Rock-Tenn Company | RKT | 42.1 | 1.7 |
| Delphi Automotive PLC | DLPH | 28.73 | 1.69 |
| Nu Skin Enterprises, Inc. Class A | NUS | 58.11 | 1.63 |
| National Oilwell Varco, Inc. | NOV | 3.69 | 1.54 |
| International Paper Co. | IP | 16.79 | 1.52 |
| Thermo Fisher Scientific Inc | TMO | 39.01 | 1.49 |
