| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 97.54 | 97.54 |
| Bonds | 0.0 | 0.0 |
| Other | 1.55 | 1.55 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.91 | 0.91 |
| 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 | |
|---|---|---|---|
| Northern Instl Fds | --- | --- | 1.55 |
| Aircastle Ltd | AYR | 11.12 | 1.17 |
| Webster Financial Corp | WBS | 9.93 | 1.0 |
| MB Financial Corporation | MBFI | 23.39 | 0.98 |
| Ashford Hospitality Trust, Inc. | AHT | 19.79 | 0.97 |
| CNO Financial Group, Inc. | CNO | 18.33 | 0.93 |
| National Penn Bancshares | NPBC | 1.82 | 0.91 |
| TAL International Group, Inc. | TAL | 10.72 | 0.88 |
| American Equity Investment Life Holding Company | AEL | 22.77 | 0.85 |
| First Commonwealth Financial Corp | FCF | 1.17 | 0.78 |
