| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
1
1
5
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 40.21 | 0.0 | 40.21 |
| Stocks | 57.29 | 0.0 | 57.29 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.54 | 0.42 | 0.11 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.34 | 0.34 | 1.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 1.38 | 0.0 | 1.38 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Montpelier RE Holdings Ltd | MRH | 12.53 | 4.2 |
| Wilshire Bancorp, Inc. | WIBC | 7.67 | 4.16 |
| Hallmark Financial Services | HALL | -5.43 | 4.05 |
| Preferred Bank | PFBC | 16.9 | 3.92 |
| First Acceptance Corporation | FAC | -5.6 | 3.61 |
| Capital Southwest Corporation | CSWC | 20.95 | 3.53 |
| MVC Capital, Inc. | MVC | 5.24 | 3.3 |
| Christopher & Banks Corporation | CBK | 24.59 | 3.26 |
| Asta Funding, Inc. | ASFI | -6.31 | 3.12 |
| Anchor Bancorp | ANCB | 1.48 | 2.65 |
