| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 8.34 | 8.34 |
| Stocks | 81.15 | 81.15 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.51 | 10.51 |
| 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 | |
|---|---|---|---|
| Teleflex Inc. | TFX | 8.96 | 3.78 |
| Waste Management Inc | WM | 21.27 | 3.58 |
| Pentair Ltd | PNR | 9.79 | 3.49 |
| Shaw Communications, Inc. Class B | SJR | 0.13 | 3.49 |
| Questar Corp | STR | 27.18 | 3.42 |
| Sysco Corporation | SYY | 10.96 | 3.36 |
| CH Robinson Worldwide, Inc. | CHRW | -6.28 | 3.15 |
| First Horizon National Corp | FHN | 3.43 | 3.14 |
| Expeditors International of Washington, Inc. | EXPD | -10.7 | 3.12 |
| Iron Mountain Inc | IRM | 22.03 | 2.99 |
