| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
1
4
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.51 | 2.51 |
| Stocks | 85.13 | 85.13 |
| Bonds | 0.62 | 0.62 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.68 | 10.68 |
| Convertible | 1.06 | 1.06 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Arch Coal Inc | ACI | -32.79 | 5.57 |
| Regions Financial Corporation | RF | 18.37 | 5.56 |
| Flagstar Bancorp, Inc. | FBC | -34.38 | 5.49 |
| Popular Inc | BPOP | 34.39 | 5.44 |
| First Horizon National Corp | FHN | 3.43 | 5.07 |
| Meritage Homes Corporation | MTH | 29.96 | 5.05 |
| NVR, Inc. | NVR | 10.39 | 3.99 |
| Cloud Peak Energy Inc | CLD | -2.28 | 3.85 |
| Aspen Insurance Holdings Ltd. | AHL | 19.58 | 3.74 |
| Aviat Networks, Inc. | AVNW | -9.73 | 2.35 |
