| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Lately, management has favored the consumer goods and consumer services sectors.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.49 | 7.49 |
| Stocks | 81.41 | 81.41 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 11.1 | 11.1 |
| 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 | |
|---|---|---|---|
| O'Reilly Automotive, Inc. | ORLY | 23.21 | 6.77 |
| Signet Jewelers Ltd | SIG | 29.16 | 6.62 |
| CarMax, Inc. | KMX | 24.91 | 6.58 |
| Wabco Holdings Incorporated | WBC | 14.27 | 5.69 |
| Copart, Inc. | CPRT | 21.08 | 4.97 |
| ScanSource | SCSC | 3.24 | 4.15 |
| FMC Technologies, Inc. | FTI | 32.08 | 3.92 |
| Zebra Technologies Corporation | ZBRA | 16.15 | 3.8 |
| HNI Corporation | HNI | 25.52 | 3.63 |
| Graco Incorporated | GGG | 27.05 | 3.58 |
