| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
3
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.98 | 2.98 |
| Stocks | 96.93 | 96.93 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.09 | 0.09 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| iShares Russell Midcap Growth Index | --- | --- | 2.96 |
| Kansas City Southern, Inc. | KSU | 24.62 | 1.47 |
| Madison Square Garden Co | MSG | 34.72 | 1.47 |
| Kirby Corp. | KEX | 18.86 | 1.45 |
| VeriSign, Inc. | VRSN | 19.17 | 1.44 |
| Jarden Corporation | JAH | 29.72 | 1.41 |
| Oceaneering International | OII | 29.39 | 1.39 |
| Tupperware Brands Corporation | TUP | 24.13 | 1.38 |
| Fastenal Company | FAST | 3.34 | 1.35 |
| W.W. Grainger, Inc. | GWW | 19.43 | 1.34 |
