| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.38 | 0.38 |
| Stocks | 98.65 | 98.65 |
| Bonds | 0.0 | 0.0 |
| Other | 0.25 | 0.25 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.72 | 0.72 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Western Refining Inc | WNR | 15.47 | 0.44 |
| Cabela's, Inc. | CAB | 61.63 | 0.31 |
| Amerco, Inc. | UHAL | 38.13 | 0.28 |
| Dillards, Inc. | DDS | 9.22 | 0.26 |
| Geo Group, Inc. | GEO | 27.23 | 0.26 |
| Louisiana-Pacific Corp. | LPX | -10.25 | 0.25 |
| Dean Foods Company | DF | 17.49 | 0.25 |
| CNO Financial Group, Inc. | CNO | 34.08 | 0.25 |
| 3D Systems Corporation | DDD | 29.17 | 0.24 |
| Triumph Group, Inc. | TGI | 20.05 | 0.24 |
