| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
3
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.0 | 5.0 |
| Stocks | 87.58 | 87.58 |
| Bonds | 0.0 | 0.0 |
| Other | 0.64 | 0.64 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.61 | 4.61 |
| Convertible | 0.0 | 0.0 |
| Preferred | 2.18 | 2.18 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| CNO Financial Group, Inc. | CNO | 34.08 | 2.52 |
| Journal Communications, Inc. Class A | JRN | 26.06 | 2.32 |
| EMCOR Group, Inc. | EME | 15.8 | 2.27 |
| Trinity Biotech PLC ADR | TRIB | 20.18 | 2.26 |
| Allscripts Healthcare Solutions Inc | MDRX | 46.07 | 2.16 |
| UNS Energy Corp | UNS | 12.91 | 2.14 |
| Genworth Financial Inc | GNW | 44.47 | 2.1 |
| Stewart Information Services, Inc. | STC | 10.27 | 2.02 |
| Owens & Minor, Inc. | OMI | 20.76 | 2.01 |
| Global Power Equipment Group, Inc. | GLPW | -2.67 | 2.0 |
