| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.92 | 4.92 |
| Stocks | 51.71 | 51.71 |
| Bonds | 0.0 | 0.0 |
| Other | 0.33 | 0.33 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 43.04 | 43.04 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| SPX Corporation | SPW | 11.63 | 6.47 |
| Ebara | EBCOF | 0.0 | 5.92 |
| Gardner Denver, Inc. | GDI | 10.31 | 5.79 |
| Pentair Ltd | PNR | 19.47 | 5.78 |
| Kurita Water Industries Ltd. | KTWIF | 1.05 | 5.37 |
| Xylem Inc | XYL | 5.1 | 4.32 |
| United Utilities Group PLC | UUGWF | 1.09 | 4.31 |
| Flowserve Corporation | FLS | 14.03 | 4.2 |
| Sulzer AG | SUN | --- | 4.12 |
| Severn Trent PLC | SVT | --- | 4.01 |
