| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.39 | 1.39 |
| Stocks | 97.67 | 97.67 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.94 | 0.94 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| WEX Inc | WEX | -1.14 | 1.38 |
| HCC Insurance Holdings Inc. | HCC | 14.82 | 1.23 |
| EPL Oil & Gas Inc | EPL | 34.1 | 1.19 |
| Jarden Corporation | JAH | 33.4 | 1.17 |
| Westinghouse Air Brake Technologies Corp | WAB | 26.76 | 1.14 |
| Cathay General Bancorp | CATY | 5.43 | 1.14 |
| ALLETE, Inc. | ALE | 20.5 | 1.12 |
| BioMed Realty Trust Inc | BMR | 11.15 | 1.06 |
| Sovran Self Storage, Inc. | SSS | 6.83 | 1.04 |
| AZZ, Inc. | AZZ | 9.08 | 1.02 |
