| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
1
3
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
The fund invests primarily in small-cap stocks but also offers investors modest exposure to mid-cap companies.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.4 | 3.4 |
| Stocks | 90.09 | 90.09 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.52 | 6.52 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Align Technology, Inc. | ALGN | 32.79 | 3.93 |
| Hexcel Corporation | HXL | 30.64 | 3.13 |
| Adtran, Inc. | ADTN | 19.09 | 3.01 |
| Lufkin Industries, Inc. | LUFK | 52.37 | 3.0 |
| Corporate Executive Board Company | CEB | 29.05 | 2.93 |
| Semtech Corporation | SMTC | 27.25 | 2.69 |
| Stratasys Ltd | SSYS | 0.0 | 2.62 |
| Life Time Fitness, Inc. | LTM | 1.99 | 2.57 |
| CoStar Group, Inc. | CSGP | 25.99 | 2.51 |
| AthenaHealth, Inc. | ATHN | 15.92 | 2.47 |
