| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
2
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.06 | 4.06 |
| Stocks | 93.14 | 93.14 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.8 | 2.8 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Silgan Holdings, Inc. | SLGN | 14.4 | 3.55 |
| Coca-Cola Enterprises Inc | CCE | 18.44 | 3.08 |
| Covidien PLC | COV | 10.96 | 2.71 |
| Alere Inc | ALR | 38.49 | 2.5 |
| Marathon Oil Corp | MRO | 16.76 | 1.97 |
| Actavis Inc | ACT | 43.69 | 1.68 |
| XL Group PLC | XL | 25.38 | 1.6 |
| Bank of America Corporation | BAC | 16.8 | 1.48 |
| Harman International Industries, Inc. | HAR | 18.84 | 1.46 |
| DISH Network Corp | DISH | 6.15 | 1.45 |
