| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 8.58 | 0.0 | 8.58 |
| Stocks | 80.04 | 0.05 | 79.99 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 8.55 | 0.0 | 8.55 |
| Convertible | 1.03 | 0.0 | 1.03 |
| Preferred | 1.85 | 0.0 | 1.85 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Sealed Air Corporation | SEE | 40.78 | 3.74 |
| ConAgra Foods, Inc. | CAG | 15.08 | 3.13 |
| Snap-on, Inc. | SNA | 17.1 | 3.06 |
| Newell Rubbermaid Inc | NWL | 22.95 | 3.01 |
| Fidelity National Information Services, Inc. | FIS | 29.65 | 2.87 |
| ACE Ltd | ACE | 11.62 | 2.84 |
| Marsh & McLennan Companies, Inc. | MMC | 18.48 | 2.72 |
| Edison International | EIX | 2.47 | 2.67 |
| Zebra Technologies Corporation | ZBRA | 16.15 | 2.63 |
| Healthsouth Corp | HLS | 42.78 | 2.46 |
