| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.24 | 0.24 |
| Stocks | 96.55 | 96.55 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.21 | 3.21 |
| 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 | |
|---|---|---|---|
| Valmont Industries, Inc. | VMI | 5.9 | 2.09 |
| Kansas City Southern, Inc. | KSU | 24.62 | 1.91 |
| Roper Industries, Inc. | ROP | 6.1 | 1.9 |
| Timken Company | TKR | 6.96 | 1.9 |
| Genuine Parts Company | GPC | 18.21 | 1.89 |
| Jacobs Engineering Group | JEC | 15.15 | 1.85 |
| Fluor Corporation | FLR | -4.14 | 1.84 |
| Parker Hannifin Corporation | PH | 3.02 | 1.83 |
| Equifax, Inc. | EFX | 13.75 | 1.78 |
| Nu Skin Enterprises, Inc. Class A | NUS | 40.43 | 1.75 |
