| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.87 | 3.87 |
| Stocks | 91.92 | 91.92 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.21 | 4.21 |
| 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 | |
|---|---|---|---|
| NiSource Inc | NI | 17.24 | 2.1 |
| Pentair Ltd | PNR | 19.47 | 2.01 |
| Dover Corporation | DOV | 21.34 | 1.92 |
| Tyco International Ltd | TYC | 16.72 | 1.65 |
| SunTrust Banks Inc | STI | 14.25 | 1.64 |
| Invesco Ltd. | IVZ | 29.77 | 1.49 |
| Cigna Corp | CI | 25.29 | 1.46 |
| BMC Software, Inc. | BMC | 14.31 | 1.4 |
| Fifth Third Bancorp | FITB | 20.46 | 1.39 |
| Beam Inc | BEAM | 7.27 | 1.35 |
