| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
4
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.31 | 5.31 |
| Stocks | 87.87 | 87.87 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.83 | 6.83 |
| 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 | |
|---|---|---|---|
| Quanta Services, Inc. | PWR | -0.99 | 3.04 |
| Plantronics | PLT | 15.22 | 2.54 |
| Omnicare Inc | OCR | 20.89 | 2.5 |
| Tyson Foods, Inc. Class A | TSN | 25.88 | 2.48 |
| American Water Works Co Inc | AWK | 12.47 | 2.43 |
| Westar Energy, Inc. | WR | 21.28 | 2.41 |
| Reinsurance Group of America Inc | RGA | 14.99 | 2.41 |
| AmerisourceBergen Corp | ABC | 25.17 | 2.31 |
| Senior Housing Properties Trust | SNH | 22.8 | 2.3 |
| General Cable Corporation | BGC | 4.01 | 2.27 |
