| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.44 | 9.44 |
| Stocks | 89.21 | 89.21 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.35 | 1.35 |
| 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 | |
|---|---|---|---|
| Middleby Corporation | MIDD | 29.92 | 2.09 |
| Flowers Foods, Inc. | FLO | 43.2 | 1.91 |
| Lennox International, Inc. | LII | 21.21 | 1.88 |
| Waste Connections, Inc. | WCN | 19.86 | 1.8 |
| AptarGroup, Inc. | ATR | 20.18 | 1.76 |
| South Jersey Industries | SJI | 18.92 | 1.64 |
| Kansas City Southern, Inc. | KSU | 31.64 | 1.64 |
| Genesee & Wyoming, Inc. Class A | GWR | 16.29 | 1.63 |
| Lincoln Electric Holdings, Inc. | LECO | 23.25 | 1.56 |
| Arch Capital Group Ltd | ACGL | 16.97 | 1.55 |
