| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
2
3
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
The fund invests in small- and midsized companies. Lately, management has shown a preference for hardware companies.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.28 | 7.28 |
| Stocks | 89.48 | 89.48 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.25 | 3.25 |
| 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 | |
|---|---|---|---|
| Hanover Insurance Group, Inc. | THG | 27.31 | 2.12 |
| Atwood Oceanics, Inc. | ATW | 6.05 | 2.09 |
| Hanesbrands Inc | HBI | 37.88 | 2.08 |
| TCF Financial Corporation | TCB | 17.2 | 2.08 |
| Treehouse Foods, Inc. | THS | 21.06 | 2.06 |
| Crane Company | CR | 16.29 | 2.05 |
| AerCap Holdings N.V. | AER | 15.09 | 2.05 |
| LifePoint Hospitals, Inc. | LPNT | 24.03 | 2.05 |
| Air Lease Corp | AL | 27.05 | 2.04 |
| Darling International, Inc. | DAR | 12.16 | 2.04 |
