| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.91 | 0.91 |
| Stocks | 92.27 | 92.27 |
| Bonds | 0.0 | 0.0 |
| Other | 0.03 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.79 | 6.79 |
| 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 | |
|---|---|---|---|
| A.O. Smith Corporation | AOS | 17.04 | 4.74 |
| HSN, Inc. | HSNI | -5.7 | 3.47 |
| Cash America International Inc | CSH | 9.72 | 3.14 |
| HCC Insurance Holdings Inc. | HCC | 13.16 | 2.88 |
| Interface, Inc. Class A | TILE | -0.4 | 2.77 |
| Guess? Inc | GES | 11.29 | 2.71 |
| StanCorp Financial Group, Inc. | SFG | 15.79 | 2.67 |
| Sothebys Class A | BID | 0.21 | 2.63 |
| Carbo Ceramics, Inc. | CRR | -11.64 | 2.62 |
| Progressive Waste Solutions Ltd | BIN | 6.15 | 2.54 |
