| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
The fund is heavily invested in the basic materials, industrials, and technology sectors.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 15.81 | 15.81 |
| Stocks | 77.7 | 77.7 |
| Bonds | 0.93 | 0.93 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.33 | 0.33 |
| Foreign Stocks | 5.24 | 5.24 |
| 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 | |
|---|---|---|---|
| Eastman Chemical Company | EMN | 6.75 | 3.58 |
| Dover Corporation | DOV | 21.34 | 3.49 |
| Carpenter Technology Corporation | CRS | -5.11 | 2.93 |
| Honeywell International, Inc. | HON | 25.52 | 2.61 |
| Staples, Inc. | SPLS | 30.61 | 2.44 |
| Stanley Black & Decker Inc | SWK | 8.6 | 2.41 |
| Kennametal Inc. | KMT | 7.7 | 2.38 |
| PolyOne Corporation | POL | 24.83 | 2.38 |
| Owens-Illinois Inc | OI | 29.62 | 2.38 |
| Avery Dennison Corp | AVY | 25.49 | 2.28 |
