| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.31 | 3.31 |
| Stocks | 89.1 | 89.1 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.59 | 7.59 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| American Capital Ltd | ACAS | 9.06 | 3.95 |
| Approach Resources, Inc. | AREX | 3.44 | 3.86 |
| Ebix, Inc. | EBIX | 23.67 | 3.56 |
| Unit Corporation | UNT | -0.29 | 3.53 |
| Acacia Research Coroporation | ACTG | -1.58 | 3.37 |
| Laredo Petroleum Holdings Inc | LPI | 6.39 | 2.97 |
| Amphenol Corp | APH | 21.8 | 1.57 |
| Catamaran Corp | CTRX | 2.12 | 1.44 |
| Verisk Analytics, Inc. | VRSK | 16.56 | 1.44 |
| Wyndham Worldwide Corporation | WYN | 10.22 | 1.43 |
