| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.98 | 4.98 |
| Stocks | 93.36 | 93.36 |
| 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 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| KAR Auction Services, Inc. | KAR | 10.03 | 1.89 |
| Regions Financial Corporation | RF | 18.37 | 1.43 |
| EMCOR Group, Inc. | EME | 4.48 | 1.42 |
| Dana Holding Corp | DAN | 6.66 | 1.42 |
| Lincoln National Corp (Radnor, PA) | LNC | 29.58 | 1.35 |
| Zions Bancorporation | ZION | 13.04 | 1.26 |
| Trinity Industries, Inc. | TRN | 12.93 | 1.25 |
| Jones Group Inc | JNY | 19.8 | 1.24 |
| Cleco Corporation | CNL | 21.46 | 1.21 |
| StanCorp Financial Group, Inc. | SFG | 15.79 | 1.2 |
