| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
The fund is broadly diversified across Morningstar sectors.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.06 | 3.06 |
| Stocks | 96.09 | 96.09 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.85 | 0.85 |
| 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 | |
|---|---|---|---|
| SS&C Technologies Holdings | SSNC | 30.84 | 2.05 |
| CareFusion Corp | CFN | 16.2 | 2.02 |
| Schweitzer-Mauduit International, Inc. | SWM | 0.49 | 1.85 |
| Signature Bank | SBNY | -0.18 | 1.78 |
| PacWest Bancorp | PACW | 8.56 | 1.76 |
| Raymond James Financial Inc | RJF | 4.93 | 1.7 |
| NetScout Systems, Inc. | NTCT | -14.43 | 1.7 |
| Matthews International Corporation Class A | MATW | 13.71 | 1.66 |
| Autodesk, Inc. | ADSK | 8.03 | 1.63 |
| Arch Capital Group Ltd | ACGL | 20.01 | 1.62 |
