| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.53 | 2.53 |
| Stocks | 91.24 | 91.24 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.94 | 5.94 |
| Convertible | 0.29 | 0.29 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Eastman Chemical Company | EMN | -5.42 | 3.13 |
| Kansas City Southern, Inc. | KSU | 24.62 | 2.37 |
| XL Group PLC | XL | 23.82 | 2.18 |
| Fifth Third Bancorp | FITB | 10.92 | 1.96 |
| Comerica Inc | CMA | 18.49 | 1.86 |
| Axis Capital Holdings Ltd | AXS | 28.09 | 1.85 |
| PPG Industries, Inc. | PPG | 7.71 | 1.82 |
| CIT Group Inc | CIT | 9.06 | 1.81 |
| Invesco Ltd. | IVZ | 21.17 | 1.76 |
| Actavis Inc | ACT | 21.38 | 1.74 |
