| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.56 | 4.56 |
| Stocks | 94.26 | 94.26 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.18 | 1.18 |
| 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 | |
|---|---|---|---|
| Leucadia National Corporation | LUK | 32.48 | 4.5 |
| Omnicom Group, Inc. | OMC | 19.5 | 4.44 |
| Interpublic Group of Cos Inc | IPG | 23.91 | 4.19 |
| Viacom, Inc. Class B | VIAB | 25.47 | 4.06 |
| Aspen Insurance Holdings Ltd. | AHL | 19.58 | 4.06 |
| Endurance Specialty Holdings, Ltd. | ENH | 25.65 | 3.7 |
| Willis Group Holdings PLC | WSH | 21.15 | 3.58 |
| Life Technologies Corp | LIFE | 50.05 | 3.18 |
| Omnicare Inc | OCR | 20.89 | 3.16 |
| Global Payments, Inc. | GPN | 3.22 | 3.13 |
