| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
2
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
The fund invests primarily in U.S. companies. According to its prospectus, it will keep 80 percent of its portfolio in
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.57 | 9.57 |
| Stocks | 85.2 | 85.2 |
| Bonds | 0.0 | 0.0 |
| Other | 0.31 | 0.31 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.92 | 4.92 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Universal Truckload Services, Inc. | UACL | 41.15 | 1.85 |
| Power Solutions International Inc | PSIX | 114.28 | 1.75 |
| Intervest Bancshares Corporation | IBCA | 67.1 | 1.49 |
| HFF, Inc. Class A | HF | 23.89 | 1.49 |
| CAI International, Inc. | CAP | 17.54 | 1.45 |
| Hercules Offshore, Inc. | HERO | 13.61 | 1.44 |
| CECO Environmental | CECE | 21.51 | 1.44 |
| SurModics, Inc. | SRDX | 8.9 | 1.44 |
| Hudson Technology, Inc. | HDSN | -3.57 | 1.41 |
| Magnachip Semiconductor Corp | MX | 18.78 | 1.36 |
