| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.47 | 4.47 |
| Stocks | 94.85 | 94.85 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.68 | 0.68 |
| 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 | |
|---|---|---|---|
| Loews Corporation | L | 10.07 | 1.7 |
| Ball Corporation | BLL | 0.16 | 1.57 |
| Marsh & McLennan Companies, Inc. | MMC | 11.08 | 1.52 |
| AutoZone Inc | AZO | 15.76 | 1.47 |
| Analog Devices Inc | ADI | 5.14 | 1.45 |
| Ameriprise Financial Inc | AMP | 17.21 | 1.45 |
| Energen Corp | EGN | 2.38 | 1.42 |
| Amphenol Corp | APH | 16.9 | 1.41 |
| Marathon Petroleum Corp | MPC | 17.17 | 1.35 |
| Kohl's Corp | KSS | 9.24 | 1.34 |
