| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.54 | 1.54 |
| Stocks | 97.54 | 97.54 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.92 | 0.92 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| WEX Inc | WEX | -9.9 | 1.46 |
| HCC Insurance Holdings Inc. | HCC | 13.16 | 1.2 |
| Cathay General Bancorp | CATY | -3.12 | 1.14 |
| EPL Oil & Gas Inc | EPL | 38.71 | 1.14 |
| Sovran Self Storage, Inc. | SSS | 11.0 | 1.12 |
| Jarden Corporation | JAH | 29.72 | 1.12 |
| Westinghouse Air Brake Technologies Corp | WAB | 17.31 | 1.1 |
| Old Dominion Freight Lines | ODFL | 8.08 | 1.05 |
| Sally Beauty Holdings Inc | SBH | 25.54 | 1.04 |
| BioMed Realty Trust Inc | BMR | 16.79 | 1.03 |
