| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
3
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
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 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Lincoln Electric Holdings, Inc. | LECO | 6.45 | 3.71 |
| Westlake Chemical Corporation | WLK | -0.62 | 2.85 |
| Alleghany Corp DEL | Y | 15.18 | 2.64 |
| Reliance Steel and Aluminum | RS | 2.91 | 2.57 |
| Nu Skin Enterprises, Inc. Class A | NUS | 40.43 | 2.42 |
| Thor Industries, Inc. | THO | -1.04 | 2.2 |
| Woodward, Inc. | WWD | -8.97 | 2.17 |
| Myriad Genetics, Inc. | MYGN | -0.04 | 1.96 |
| National Instruments Corporation | NATI | 4.61 | 1.95 |
| Unit Corporation | UNT | -7.84 | 1.89 |
