| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
2
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
The fund has significant exposure to the consumer services sector.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.57 | 3.57 |
| Stocks | 96.43 | 96.43 |
| 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 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| American Tower Corp | AMT | 0.53 | 9.09 |
| CarMax, Inc. | KMX | 24.91 | 8.77 |
| Penn National Gaming | PENN | 13.91 | 8.67 |
| O'Reilly Automotive Inc | ORLY | 23.21 | 8.56 |
| Markel Corporation | MKL | 20.11 | 7.86 |
| Bally Technologies, Inc. | BYI | 27.56 | 6.94 |
| News Corporation Class A | NWSA | 27.66 | 6.58 |
| Aon plc | AON | 14.9 | 5.31 |
| Google, Inc. Class A | GOOG | 22.65 | 5.22 |
| Charles Schwab Corp | SCHW | 37.88 | 4.08 |
