| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.12 | 5.12 |
| Stocks | 88.57 | 88.57 |
| Bonds | 0.0 | 0.0 |
| Other | 0.84 | 0.84 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.48 | 5.48 |
| 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 | |
|---|---|---|---|
| Broadridge Financial Solutions | BR | 17.83 | 3.06 |
| Polypore International, Inc. | PPO | -17.59 | 2.58 |
| Wolverine World Wide | WWW | 28.94 | 2.46 |
| SS&C Technologies Holdings | SSNC | 37.94 | 2.41 |
| Dresser-Rand Group, Inc. | DRC | 6.75 | 2.13 |
| Blackbaud, Inc. | BLKB | 35.48 | 2.13 |
| International Rectifier | IRF | 23.75 | 2.11 |
| Ritchie Bros. Auctioneers, Inc. | RBA | 3.95 | 1.98 |
| Landstar System, Inc. | LSTR | 0.84 | 1.91 |
| Wesco International, Inc. | WCC | 9.74 | 1.88 |













