| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
4
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
The fund is broadly diversified.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.61 | 4.61 |
| Stocks | 93.13 | 93.13 |
| Bonds | 0.0 | 0.0 |
| Other | 0.41 | 0.41 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.86 | 1.86 |
| 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 | |
|---|---|---|---|
| Bristow Group, Inc. | BRS | 14.52 | 1.29 |
| Aaron's, Inc. | AAN | -0.15 | 1.08 |
| Raymond James Financial Inc | RJF | 4.93 | 0.91 |
| Lufkin Industries, Inc. | LUFK | 52.03 | 0.89 |
| Teleflex Inc. | TFX | 8.96 | 0.89 |
| Silgan Holdings, Inc. | SLGN | 14.23 | 0.87 |
| Cash America International Inc | CSH | 9.72 | 0.84 |
| Hexcel Corporation | HXL | 11.39 | 0.76 |
| Trustmark Corporation | TRMK | 6.54 | 0.75 |
| Littelfuse Inc. | LFUS | 11.0 | 0.74 |
