| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.9 | 2.9 |
| Stocks | 94.08 | 94.08 |
| Bonds | 0.0 | 0.0 |
| Other | 0.51 | 0.51 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.52 | 2.52 |
| 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 | |
|---|---|---|---|
| Virtus Investment Partners, Inc. | VRTS | 56.7 | 4.38 |
| Portfolio Recovery Associates, Inc. | PRAA | 22.48 | 4.17 |
| Bank of the Ozarks, Inc. | OZRK | 19.42 | 3.91 |
| AmTrust Financial Services, Inc. | AFSI | 12.41 | 3.77 |
| Colfax Corporation | CFX | 13.43 | 3.16 |
| Madison Square Garden Co | MSG | 34.72 | 3.03 |
| OSI Systems, Inc. | OSIS | -13.9 | 3.01 |
| B/E Aerospace Inc | BEAV | 26.4 | 2.98 |
| Tyler Technologies, Inc. | TYL | 28.94 | 2.92 |
| EnerSys, Inc. | ENS | 16.13 | 2.77 |
