| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.55 | 2.55 |
| Stocks | 95.19 | 95.19 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.25 | 2.25 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Calpine Corp | CPN | 17.93 | 4.94 |
| Southwestern Energy Company | SWN | 9.34 | 4.38 |
| Symantec Corp | SYMC | 29.38 | 3.69 |
| Concho Resources, Inc. | CXO | 3.95 | 3.47 |
| Iron Mountain Inc | IRM | 22.03 | 3.46 |
| Activision Blizzard, Inc. | ATVI | 40.58 | 3.44 |
| Liberty Interactive Corp Class A | LINTA | 8.64 | 3.06 |
| Life Technologies Corp | LIFE | 50.05 | 3.02 |
| International Flavors & Fragrances | IFF | 15.04 | 3.02 |
| Crown Holdings Inc | CCK | 14.56 | 2.97 |
