HighMark Cognitive Value Fund

Scorecard
3 / 5 Stars
Lipper
4 3 3 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.42 1.42
Stocks 93.8 93.8
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 4.77 4.77
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
Alaska Air Group, Inc. ALK 38.62 1.34
iShares Russell 2000 Value Index --- --- 1.14
Montpelier RE Holdings Ltd MRH 12.53 1.1
Huntington Ingalls Industries Inc HII 20.05 1.06
AZZ, Inc. AZZ 7.31 1.06
First American Financial Corp FAF 8.92 1.02
Steelcase, Inc. SCS -3.69 0.96
Viad Corporation VVI -8.39 0.96
Magnachip Semiconductor Corp MX 0.31 0.96
Worthington Industries WOR 21.62 0.95
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