| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 10.38 | 10.38 |
| Stocks | 81.03 | 81.03 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.59 | 8.59 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Royal Caribbean Cruises, Ltd. | RCL | 7.15 | 3.52 |
| XL Group PLC | XL | 23.82 | 2.96 |
| Cigna Corp | CI | 22.37 | 2.45 |
| Pentair Ltd | PNR | 9.79 | 2.44 |
| Rockwood Holdings Inc | ROC | 26.47 | 2.42 |
| Omnicare Inc | OCR | 20.89 | 2.28 |
| Fifth Third Bancorp | FITB | 10.92 | 2.28 |
| SLM Corp | SLM | 20.96 | 2.19 |
| Capital One Financial Corp | COF | -0.91 | 2.17 |
| Hanesbrands Inc | HBI | 37.88 | 2.16 |
