| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.53 | 4.53 |
| Stocks | 89.27 | 89.27 |
| Bonds | 0.0 | 0.0 |
| Other | 0.17 | 0.17 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.03 | 6.03 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Russell 2000 Mini Index Ftrs Mar13 Icus | --- | --- | 3.96 |
| Endurance Specialty Holdings, Ltd. | ENH | 25.65 | 0.82 |
| Oshkosh Corporation | OSK | 24.79 | 0.82 |
| Healthsouth Corp | HLS | 30.51 | 0.81 |
| Vishay Intertechnology, Inc. | VSH | 26.81 | 0.8 |
| LifePoint Hospitals, Inc. | LPNT | 24.03 | 0.75 |
| Rent-A-Center, Inc. | RCII | 1.34 | 0.74 |
| Aspen Insurance Holdings Ltd. | AHL | 19.58 | 0.73 |
| First Horizon National Corp | FHN | 3.43 | 0.73 |
| Brunswick Corporation | BC | 5.33 | 0.67 |
