| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
4
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.92 | 2.92 |
| Stocks | 90.23 | 90.23 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.85 | 6.85 |
| 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 | |
|---|---|---|---|
| TJX Companies | TJX | 19.22 | 1.81 |
| Rollins, Inc. | ROL | 14.56 | 1.72 |
| Edwards Lifesciences Corporation | EW | -26.54 | 1.59 |
| Yum Brands Inc | YUM | 4.94 | 1.57 |
| Express Scripts | ESRX | 16.43 | 1.48 |
| Church & Dwight Company, Inc. | CHD | 14.21 | 1.48 |
| Ametek, Inc. | AME | 15.52 | 1.4 |
| AutoZone Inc | AZO | 16.02 | 1.39 |
| Roper Industries, Inc. | ROP | 12.71 | 1.39 |
| McDonald's Corporation | MCD | 12.8 | 1.34 |
