| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.18 | 1.18 |
| Stocks | 90.76 | 90.76 |
| Bonds | 0.45 | 0.45 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.62 | 7.62 |
| 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 | |
|---|---|---|---|
| Brookdale Senior Living, Inc. | BKD | 3.08 | 1.52 |
| Henry Schein, Inc. | HSIC | 11.29 | 1.45 |
| Gartner, Inc. Class A | IT | 23.42 | 1.39 |
| Kansas City Southern, Inc. | KSU | 24.62 | 1.37 |
| SL Green Realty Corporation | SLG | 16.03 | 1.21 |
| United Rentals Inc | URI | 11.67 | 1.15 |
| Regeneron Pharmaceuticals, Inc. | REGN | 38.71 | 1.14 |
| Ansys, Inc. | ANSS | 18.73 | 1.11 |
| Macerich Company | MAC | 18.99 | 1.1 |
| Oceaneering International | OII | 29.39 | 1.09 |
