| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.08 | 5.08 |
| Stocks | 88.86 | 88.86 |
| Bonds | 0.0 | 0.0 |
| Other | 0.02 | 0.02 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.04 | 6.04 |
| 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 | |
|---|---|---|---|
| Regeneron Pharmaceuticals, Inc. | REGN | 38.0 | 3.74 |
| IHS, Inc. Class A | IHS | 10.26 | 3.43 |
| Discover Financial Services | DFS | 25.86 | 3.33 |
| Cerner Corporation | CERN | 27.54 | 2.85 |
| Verisk Analytics, Inc. | VRSK | 16.56 | 2.76 |
| ARM Holdings PLC ADR | ARMH | 12.66 | 2.74 |
| Trimble Navigation Ltd. | TRMB | -6.99 | 2.58 |
| Ralph Lauren Corp | RL | 17.43 | 2.31 |
| AthenaHealth, Inc. | ATHN | 15.92 | 2.29 |
| Cigna Corp | CI | 25.29 | 2.24 |
