| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
3
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
The fund invests primarily in U.S. companies. While technically a small-cap fund, it offers investors significant exposure to mid-cap stocks.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.9 | 2.9 |
| Stocks | 91.86 | 91.86 |
| Bonds | 0.0 | 0.0 |
| Other | 1.89 | 1.89 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.36 | 3.36 |
| 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 | |
|---|---|---|---|
| SBA Communications Corp | SBAC | 10.92 | 3.71 |
| Penn National Gaming | PENN | 19.12 | 3.44 |
| TransDigm Group Inc | TDG | 7.8 | 3.15 |
| Equinix, Inc. | EQIX | 4.78 | 2.56 |
| Gartner, Inc. Class A | IT | 23.42 | 2.52 |
| Liberty Media Corporation | LMCA | --- | 2.3 |
| Waste Connections, Inc. | WCN | 10.86 | 1.85 |
| Ultimate Software Group, Inc. | ULTI | 15.04 | 1.72 |
| Brookdale Senior Living, Inc. | BKD | 3.08 | 1.72 |
| ACI Worldwide, Inc. | ACIW | 5.81 | 1.66 |
