| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
2
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.26 | 2.26 |
| Stocks | 95.17 | 95.17 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.57 | 2.57 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Brandywine Realty Trust | BDN | 23.63 | 1.74 |
| Foot Locker Inc | FL | 9.09 | 1.73 |
| Validus Holdings, Inc. | VR | 18.19 | 1.7 |
| Lincoln National Corp (Radnor, PA) | LNC | 29.58 | 1.65 |
| Energen Corp | EGN | 2.38 | 1.57 |
| Regions Financial Corporation | RF | 18.37 | 1.36 |
| Discover Financial Services | DFS | 13.75 | 1.32 |
| United Rentals Inc | URI | 11.67 | 1.3 |
| Cadence Design Systems, Inc. | CDNS | 1.55 | 1.3 |
| NiSource Inc | NI | 24.91 | 1.27 |
