| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
1
1
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 99.2 | 99.2 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.79 | 0.79 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Home Depot, Inc. | HD | 28.49 | 25.02 |
| Lowe's Companies Inc. | LOW | 20.16 | 10.48 |
| Fluor Corporation | FLR | 7.97 | 2.94 |
| Vulcan Materials Company | VMC | 2.27 | 2.65 |
| Lennar Corporation | LEN | 1.66 | 2.53 |
| Essex Property Trust | ESS | 8.53 | 2.45 |
| AvalonBay Communities Inc | AVB | 0.53 | 2.38 |
| DR Horton Inc | DHI | 20.22 | 2.38 |
| Toll Brothers Inc | TOL | 3.9 | 2.35 |
| Apartment Investment & Management | AIV | 16.3 | 2.33 |
