| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.14 | 6.14 |
| Stocks | 85.96 | 85.96 |
| Bonds | 0.0 | 0.0 |
| Other | 0.9 | 0.9 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.0 | 7.0 |
| 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 | |
|---|---|---|---|
| Polypore International, Inc. | PPO | -13.96 | 2.38 |
| Dresser-Rand Group, Inc. | DRC | -3.24 | 2.31 |
| Sensata Technologies Holding N.V. | ST | 2.16 | 2.06 |
| Carter's, Inc. | CRI | 16.87 | 2.01 |
| Wolverine World Wide | WWW | 16.64 | 1.95 |
| SS&C Technologies Holdings | SSNC | 30.84 | 1.94 |
| Blackbaud, Inc. | BLKB | 33.29 | 1.9 |
| Broadridge Financial Solutions | BR | 10.49 | 1.89 |
| MSC Industrial Direct Co., Inc. | MSM | 3.05 | 1.79 |
| Informatica Corporation | INFA | 8.41 | 1.75 |














