| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
4
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.59 | 3.59 |
| Stocks | 92.8 | 92.8 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.61 | 3.61 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| DaVita HealthCare Partners Inc | DVA | 13.55 | 4.06 |
| SBA Communications Corp | SBAC | 6.03 | 3.89 |
| RenaissanceRe Holdings Ltd | RNR | 6.4 | 3.03 |
| Alliance Data Systems Corporation | ADS | 20.22 | 2.71 |
| Discovery Communications Inc | DISCK | 19.38 | 2.46 |
| Nielsen Holdings NV | NLSN | 12.23 | 2.38 |
| NeuStar, Inc. | NSR | 15.67 | 2.17 |
| NASDAQ OMX Group, Inc. | NDAQ | 24.81 | 1.9 |
| Gartner, Inc. Class A | IT | 22.34 | 1.88 |
| Amdocs Ltd. | DOX | 4.5 | 1.87 |













