| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.38 | 0.38 |
| Stocks | 98.71 | 98.71 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.91 | 0.91 |
| 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 | |
|---|---|---|---|
| Dillards, Inc. | DDS | -2.03 | 1.07 |
| Tesoro Corporation | TSO | 15.94 | 0.89 |
| Mohawk Industries, Inc. | MHK | 19.55 | 0.76 |
| Coventry Health Care, Inc. | CVH | 11.3 | 0.65 |
| Plains Exploration & Production Company | PXP | -3.81 | 0.64 |
| American Financial Group Inc | AFG | 21.51 | 0.61 |
| American Capital Ltd | ACAS | 17.55 | 0.61 |
| Ashland Inc | ASH | 5.52 | 0.59 |
| PartnerRe Ltd. | PRE | 15.65 | 0.55 |
| Owens-Corning, Inc. | OC | 11.71 | 0.54 |
