| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
3
5
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.24 | 5.24 |
| Stocks | 90.24 | 90.24 |
| Bonds | 0.0 | 0.0 |
| Other | 1.81 | 1.81 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.71 | 2.71 |
| 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 | |
|---|---|---|---|
| Valmont Industries, Inc. | VMI | 5.9 | 1.5 |
| Triumph Group, Inc. | TGI | 22.07 | 1.47 |
| Cooper Companies | COO | 17.54 | 1.46 |
| CVR Energy, Inc. | CVI | 9.94 | 1.44 |
| Ingredion Inc | INGR | 10.74 | 1.36 |
| Berry Petroleum Co | BRY | 43.01 | 1.3 |
| World Fuel Services Corporation | INT | -1.61 | 1.28 |
| Alliant Techsystems Inc | ATK | 20.42 | 1.26 |
| Bristow Group, Inc. | BRS | 14.52 | 1.24 |
| Belden, Inc. | BDC | 4.78 | 1.23 |
