| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
3
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 8.69 | 8.69 |
| Stocks | 80.69 | 80.69 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.68 | 7.68 |
| Convertible | 1.13 | 1.13 |
| Preferred | 1.81 | 1.81 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Newell Rubbermaid Inc | NWL | 17.87 | 4.04 |
| Snap-on, Inc. | SNA | 7.28 | 3.46 |
| Edison International | EIX | 16.81 | 3.29 |
| Sealed Air Corporation | SEE | 27.53 | 3.11 |
| ConAgra Foods, Inc. | CAG | 20.31 | 2.95 |
| Fidelity National Information Services, Inc. | FIS | 21.57 | 2.89 |
| ACE Ltd | ACE | 11.27 | 2.88 |
| Marsh & McLennan Companies, Inc. | MMC | 11.08 | 2.8 |
| tw telecom inc | TWTC | 6.01 | 2.74 |
| Zebra Technologies Corporation | ZBRA | 16.89 | 2.64 |
