| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.02 | 6.02 |
| Stocks | 93.98 | 93.98 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Markel Corporation | MKL | 20.11 | 3.96 |
| LKQ Corporation | LKQ | 15.36 | 3.45 |
| Affiliated Managers Group Inc | AMG | 25.29 | 3.38 |
| Morningstar Inc | MORN | 11.01 | 3.35 |
| HCC Insurance Holdings Inc. | HCC | 14.82 | 3.19 |
| DENTSPLY International, Inc. | XRAY | 6.77 | 2.86 |
| Sally Beauty Holdings Inc | SBH | 29.19 | 2.69 |
| Henry Schein, Inc. | HSIC | 19.75 | 2.61 |
| Kirby Corp. | KEX | 24.93 | 2.56 |
| Ansys, Inc. | ANSS | 9.31 | 2.43 |
