| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
3
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.62 | 4.62 |
| Stocks | 81.98 | 81.98 |
| Bonds | 0.0 | 0.0 |
| Other | 1.4 | 1.4 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 12.0 | 12.0 |
| 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 | |
|---|---|---|---|
| Lincoln Electric Holdings, Inc. | LECO | 23.25 | 3.71 |
| Westlake Chemical Corporation | WLK | 19.77 | 2.85 |
| Alleghany Corp DEL | Y | 13.74 | 2.64 |
| Reliance Steel and Aluminum | RS | 7.65 | 2.57 |
| Nu Skin Enterprises, Inc. Class A | NUS | 58.11 | 2.42 |
| Thor Industries, Inc. | THO | 13.55 | 2.2 |
| Woodward, Inc. | WWD | 5.8 | 2.17 |
| Myriad Genetics, Inc. | MYGN | 16.77 | 1.96 |
| National Instruments Corporation | NATI | 10.77 | 1.95 |
| Unit Corporation | UNT | -0.29 | 1.89 |
