| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 8.11 | 8.11 |
| Stocks | 90.39 | 90.39 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.5 | 1.5 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Forest Laboratories, Inc. | FRX | 13.62 | 3.97 |
| Southwest Airlines Co | LUV | 37.21 | 3.9 |
| ConAgra Foods, Inc. | CAG | 15.08 | 3.58 |
| Noble Energy Inc | NBL | 14.08 | 3.5 |
| Dover Corporation | DOV | 21.34 | 3.35 |
| Assured Guaranty Ltd | AGO | 59.31 | 2.63 |
| Energizer Holdings, Inc. | ENR | 18.17 | 2.56 |
| Quest Diagnostics Inc | DGX | 8.34 | 2.55 |
| Broadridge Financial Solutions | BR | 17.83 | 2.46 |
| Hartford Financial Services Group Inc | HIG | 34.22 | 2.27 |
