| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.38 | 0.73 | 3.65 |
| Stocks | 95.41 | 0.0 | 95.41 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.94 | 0.0 | 0.94 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Leucadia National Corporation | LUK | 32.96 | 4.93 |
| Omnicom Group, Inc. | OMC | 24.98 | 4.39 |
| Interpublic Group of Cos Inc | IPG | 29.17 | 4.34 |
| Viacom, Inc. Class B | VIAB | 27.43 | 4.11 |
| Aspen Insurance Holdings Ltd. | AHL | 14.81 | 3.92 |
| Endurance Specialty Holdings, Ltd. | ENH | 26.48 | 3.69 |
| Willis Group Holdings PLC | WSH | 17.75 | 3.5 |
| Omnicare Inc | OCR | 28.95 | 3.31 |
| Lender Processing Services, Inc. | LPS | 35.99 | 3.14 |
| WellPoint Inc | WLP | 27.83 | 3.11 |
