| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.77 | 0.77 |
| Stocks | 91.49 | 91.49 |
| Bonds | 0.0 | 0.0 |
| Other | 1.05 | 1.05 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.69 | 6.69 |
| 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 | |
|---|---|---|---|
| Gartner, Inc. Class A | IT | 22.34 | 4.19 |
| Verisk Analytics, Inc. | VRSK | 16.56 | 3.56 |
| Guidewire Software Inc | GWRE | 32.5 | 3.25 |
| Ansys, Inc. | ANSS | 9.31 | 3.16 |
| Equinix, Inc. | EQIX | -2.32 | 3.01 |
| Realpage, Inc. | RP | -13.56 | 2.76 |
| HomeAway Inc | AWAY | 32.95 | 2.73 |
| Discovery Communications Inc | DISCK | 19.38 | 2.55 |
| SBA Communications Corp | SBAC | 6.03 | 2.55 |
| CBRE Group Inc | CBG | 16.63 | 2.22 |
