| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
2
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.12 | 9.12 |
| Stocks | 69.22 | 69.22 |
| Bonds | 0.0 | 0.0 |
| Other | 1.47 | 1.47 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 20.19 | 20.19 |
| 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 | |
|---|---|---|---|
| Verisk Analytics, Inc. | VRSK | 18.93 | 2.5 |
| Moody's Corporation | MCO | 21.22 | 2.32 |
| State Street Corp | STT | 22.8 | 2.31 |
| Northern Trust Corporation | NTRS | 6.62 | 2.28 |
| MasterCard Incorporated Class A | MA | 10.06 | 2.26 |
| Ensco PLC Class A | ESV | -1.97 | 2.26 |
| Fluor Corporation | FLR | -4.14 | 2.22 |
| WisdomTree Investments, Inc. | WETF | 86.27 | 2.19 |
| SEI Investments Company | SEIC | 20.22 | 2.17 |
| Zebra Technologies Corporation | ZBRA | 16.89 | 2.17 |
