| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
4
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.34 | 3.34 |
| Stocks | 95.09 | 95.09 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.57 | 1.57 |
| 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 | |
|---|---|---|---|
| Territorial Bancorp Inc | TBNK | 1.05 | 4.12 |
| Capitol Federal Financial, Inc. | CFFN | 1.63 | 3.63 |
| OmniAmerican Bancorp, Inc. | OABC | 4.84 | 3.59 |
| Westell Technologies, Inc. Class A | WSTL | 3.24 | 3.56 |
| Oritani Financial Corp | ORIT | 0.03 | 3.51 |
| Halcon Resources Corp | HK | -9.68 | 3.44 |
| Natus Medical, Inc. | BABY | 8.65 | 3.38 |
| Chicopee Bancorp, Inc. | CBNK | 9.82 | 3.37 |
| TheStreet, Inc. | TST | 13.77 | 3.21 |
| Jamba, Inc. | JMBA | 18.75 | 3.17 |
