| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.21 | 9.21 |
| Stocks | 83.76 | 83.76 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.03 | 7.03 |
| 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 | |
|---|---|---|---|
| Alere Inc | ALR | 40.11 | 4.8 |
| ITT Corp | ITT | 16.54 | 4.49 |
| KBR, Inc. | KBR | -1.74 | 4.3 |
| Avnet Inc | AVT | 4.02 | 4.07 |
| Ascena Retail Group, Inc. | ASNA | -1.62 | 4.03 |
| Bank of the Ozarks, Inc. | OZRK | 19.42 | 3.94 |
| Cimarex Energy Company | XEC | 24.89 | 3.94 |
| Lender Processing Services, Inc. | LPS | 9.79 | 3.89 |
| Omnicare Inc | OCR | 20.89 | 3.88 |
| Copa Holdings SA Class A | CPA | 26.75 | 3.74 |
