| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
5
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.06 | 0.0 | 6.06 |
| Stocks | 87.07 | 0.0 | 87.07 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.86 | 0.0 | 6.86 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Russell 2000 Mini Jun13 Ifus 20130621 | --- | --- | 4.76 |
| Endurance Specialty Holdings, Ltd. | ENH | 26.48 | 0.85 |
| LifePoint Hospitals, Inc. | LPNT | 31.81 | 0.84 |
| Vishay Intertechnology, Inc. | VSH | 35.75 | 0.83 |
| Oshkosh Corporation | OSK | 30.83 | 0.83 |
| Healthsouth Corp | HLS | 42.78 | 0.82 |
| Aspen Insurance Holdings Ltd. | AHL | 14.81 | 0.75 |
| Rent-A-Center, Inc. | RCII | 7.31 | 0.71 |
| First Horizon National Corp | FHN | 16.25 | 0.68 |
| Avis Budget Group Inc | CAR | 67.36 | 0.68 |
