| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
1
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 38.41 | 38.41 |
| Stocks | 61.12 | 61.12 |
| Bonds | 0.0 | 0.0 |
| Other | 0.47 | 0.47 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| S&P Mid 400 Emini Jun13 | --- | --- | 1.03 |
| Regeneron Pharmaceuticals, Inc. | REGN | 38.71 | 0.6 |
| Kansas City Southern, Inc. | KSU | 24.62 | 0.55 |
| Vertex Pharmaceuticals | VRTX | 83.37 | 0.54 |
| Equinix, Inc. | EQIX | 4.78 | 0.47 |
| Ametek, Inc. | AME | 6.15 | 0.47 |
| HollyFrontier Corp | HFC | 4.85 | 0.47 |
| Church & Dwight Company, Inc. | CHD | 17.94 | 0.4 |
| Macerich Company | MAC | 18.99 | 0.4 |
| Realty Income Corporation | O | 27.67 | 0.39 |
