| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
2
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
As of the end of 2010, the fund had a large overweight in industrials.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.67 | 7.67 |
| Stocks | 89.27 | 89.27 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.06 | 3.06 |
| 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 | |
|---|---|---|---|
| Hexcel Corporation | HXL | 11.39 | 2.86 |
| MedAssets, Inc. | MDAS | 8.11 | 2.59 |
| Fifth & Pacific Companies Inc | FNP | 63.21 | 2.42 |
| Chicago Bridge & Iron Company | CBI | 12.92 | 2.23 |
| MDC Partners, Inc. Class A | MDCA | 49.65 | 2.18 |
| Mobile Mini Inc | MINI | 33.82 | 2.06 |
| Crane Company | CR | 16.29 | 2.0 |
| Winnebago Industries | WGO | 4.85 | 1.85 |
| Robert Half International Inc. | RHI | -0.85 | 1.83 |
| Zions Bancorporation | ZION | 13.04 | 1.81 |
