| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.67 | 6.67 |
| Stocks | 91.67 | 91.67 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.66 | 1.66 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Sensient Technologies Corporation | SXT | 7.4 | 1.2 |
| Idex Corporation | IEX | 9.97 | 1.12 |
| Genesee & Wyoming, Inc. Class A | GWR | 7.06 | 0.95 |
| Trinity Industries, Inc. | TRN | 12.93 | 0.92 |
| Omega Healthcare Investors, Inc. | OHI | 39.41 | 0.92 |
| LKQ Corporation | LKQ | 12.94 | 0.91 |
| Centene Corporation | CNC | 13.17 | 0.85 |
| URS Corporation | URS | 11.33 | 0.84 |
| Chicago Bridge & Iron Company | CBI | 12.92 | 0.83 |
| Allied World Assurance Company Holdings AG | AWH | 14.92 | 0.83 |
