| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.37 | 2.37 |
| Stocks | 96.2 | 96.2 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.43 | 1.43 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| First Citizens BancShares Inc (DE) Class A | FCNCA | 21.44 | 2.45 |
| Kadant, Inc. | KAI | 14.92 | 1.72 |
| Matthews International Corporation Class A | MATW | 20.28 | 1.33 |
| UMB Financial Corporation | UMBF | 22.88 | 1.16 |
| ATMI, Inc. | ATMI | 15.52 | 1.15 |
| Franklin Electric Co. | FELE | 10.56 | 1.15 |
| First Niagara Financial Group Inc | FNFG | 24.72 | 1.05 |
| ALLETE, Inc. | ALE | 20.5 | 1.02 |
| Men's Wearhouse | MW | 16.88 | 1.0 |
| Hillenbrand, Inc. | HI | 7.54 | 1.0 |
