| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
1
5
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.71 | 4.71 |
| Stocks | 85.99 | 85.99 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.3 | 9.3 |
| 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 | |
|---|---|---|---|
| Valassis Communications Inc | VCI | -3.03 | 4.39 |
| Cobalt International Energy, Inc. | CIE | 11.32 | 4.33 |
| NRG Energy Inc | NRG | 20.97 | 4.14 |
| Interpublic Group of Cos Inc | IPG | 23.91 | 3.12 |
| Great Plains Energy Inc | GXP | 18.35 | 3.07 |
| SunTrust Banks Inc | STI | 2.26 | 3.07 |
| Arris Group, Inc. | ARRS | 7.63 | 3.05 |
| Kosmos Energy Ltd | KOS | -11.74 | 3.03 |
| Regions Financial Corporation | RF | 18.37 | 2.96 |
| Con-way Inc | CNW | 18.19 | 2.8 |
