| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
5
2
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.07 | 3.07 |
| Stocks | 94.32 | 94.32 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.61 | 2.61 |
| 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 | |
|---|---|---|---|
| Universal Health Services, Inc. Class B | UHS | 35.18 | 1.52 |
| Vishay Intertechnology, Inc. | VSH | 26.81 | 1.5 |
| Fortune Brands Home & Security Inc | FBHS | 24.09 | 1.48 |
| Zions Bancorporation | ZION | 13.04 | 1.47 |
| Aspen Insurance Holdings Ltd. | AHL | 19.58 | 1.44 |
| Cimarex Energy Company | XEC | 24.89 | 1.44 |
| Men's Wearhouse | MW | 5.97 | 1.43 |
| Timken Company | TKR | 6.96 | 1.43 |
| RLJ Lodging Trust | RLJ | 17.73 | 1.42 |
| Fidelity National Financial Inc. | FNF | 12.57 | 1.4 |
