| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
3
3
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 8.21 | 0.0 | 8.21 |
| Stocks | 83.84 | 0.0 | 83.84 |
| Bonds | 0.01 | 0.0 | 0.01 |
| Other | 0.13 | 0.0 | 0.13 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 7.77 | 0.0 | 7.77 |
| Convertible | 0.01 | 0.0 | 0.01 |
| Preferred | 0.03 | 0.0 | 0.03 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| % Net Assets | |
|---|---|
| Vanguard Small Cap ETF | 5.24 |
| Goldman Sachs Small Cap Value A | 3.76 |
| RS Small Cap Growth A | 3.66 |
| Champlain Small Company Adv | 3.37 |
| T. Rowe Price Small-Cap Value Adv | 2.8 |
| S&P Mid 400 Emini Mar13 Fah3 | 2.76 |
| Russell 2000 Mini Mar13 Rtah3 | 2.64 |
| FMI Common Stock | 2.64 |
| Artisan Small Cap Investor | 2.36 |
| Brown Capital Mgmt Small Co Inv | 2.1 |
