| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
3
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.66 | 1.66 |
| Stocks | 96.97 | 96.97 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.37 | 1.37 |
| 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 | |
|---|---|---|---|
| Lufkin Industries, Inc. | LUFK | 52.03 | 2.09 |
| Bank of Hawaii Corporation | BOH | 7.15 | 1.91 |
| WEX Inc | WEX | -9.9 | 1.9 |
| Plantronics | PLT | 15.22 | 1.9 |
| West Pharmaceutical Services, Inc. | WST | 16.62 | 1.88 |
| Signature Bank | SBNY | -0.18 | 1.87 |
| Clarcor Inc. | CLC | 5.88 | 1.78 |
| Middleby Corporation | MIDD | 12.26 | 1.75 |
| Carbo Ceramics, Inc. | CRR | -11.64 | 1.66 |
| MarketAxess Holdings, Inc. | MKTX | 19.46 | 1.63 |
