| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
4
4
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.07 | 9.07 |
| Stocks | 89.46 | 89.46 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.47 | 1.47 |
| 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 | |
|---|---|---|---|
| Forest Laboratories, Inc. | FRX | 4.84 | 3.73 |
| Southwest Airlines Co | LUV | 31.74 | 3.72 |
| ConAgra Foods, Inc. | CAG | 20.31 | 3.64 |
| Noble Energy Inc | NBL | 9.26 | 3.59 |
| Dover Corporation | DOV | 4.06 | 3.57 |
| Energizer Holdings, Inc. | ENR | 19.6 | 2.66 |
| Assured Guaranty Ltd | AGO | 45.89 | 2.64 |
| Quest Diagnostics Inc | DGX | -2.23 | 2.57 |
| XL Group PLC | XL | 23.82 | 2.48 |
| Boston Scientific, Inc. | BSX | 30.72 | 2.34 |
