| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
4
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.79 | 4.79 |
| Stocks | 94.47 | 94.47 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.74 | 0.74 |
| 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 | |
|---|---|---|---|
| Loews Corporation | L | 12.9 | 1.72 |
| Ball Corporation | BLL | -2.53 | 1.56 |
| Marsh & McLennan Companies, Inc. | MMC | 18.48 | 1.52 |
| AutoZone Inc | AZO | 16.02 | 1.51 |
| Kohl's Corp | KSS | 20.47 | 1.46 |
| Ameriprise Financial Inc | AMP | 30.93 | 1.43 |
| Amphenol Corp | APH | 21.8 | 1.42 |
| Analog Devices Inc | ADI | 10.56 | 1.42 |
| Bed Bath & Beyond, Inc. | BBBY | 22.27 | 1.37 |
| Fifth Third Bancorp | FITB | 20.46 | 1.36 |
