| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.23 | 4.23 |
| Stocks | 92.47 | 92.47 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.3 | 3.3 |
| 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 | |
|---|---|---|---|
| Allstate Corp | ALL | 21.11 | 2.41 |
| Lincoln National Corp (Radnor, PA) | LNC | 29.58 | 2.32 |
| Bemis Co Inc | BMS | 17.45 | 1.35 |
| Avnet Inc | AVT | 4.02 | 1.34 |
| Duke Realty Corp | DRE | 27.76 | 1.32 |
| Computer Sciences Corporation | CSC | 15.08 | 1.32 |
| Brunswick Corporation | BC | 5.33 | 1.3 |
| Kroger Co | KR | 32.01 | 1.28 |
| Patterson-UTI Energy, Inc. | PTEN | 12.18 | 1.22 |
| Towers Watson & Co. | TW | 28.54 | 1.06 |
