| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
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|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.55 | 0.0 | 4.55 |
| Stocks | 43.6 | 0.0 | 43.6 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 3.54 | 0.05 | 3.49 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 48.35 | 0.0 | 48.35 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 4.9 |
| Westfield Group | WEFIF | 24.42 | 2.84 |
| Prologis Inc | PLD | 15.62 | 2.59 |
| Host Hotels & Resorts Inc | HST | 16.98 | 2.56 |
| AvalonBay Communities Inc | AVB | -1.68 | 2.54 |
| Weyerhaeuser Co | WY | 8.95 | 2.51 |
| Boston Properties Inc | BXP | 3.36 | 2.51 |
| Mitsubishi Estate | 8802 | --- | 2.4 |
| American Tower Corp | AMT | 8.96 | 2.34 |
| Unibail-Rodamco SE | UL | --- | 2.17 |
