| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.16 | 1.16 |
| Stocks | 44.47 | 44.47 |
| Bonds | 0.0 | 0.0 |
| Other | 0.54 | 0.54 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 53.83 | 53.83 |
| 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 | |
|---|---|---|---|
| Mitsubishi Estate | 8802 | --- | 4.53 |
| Simon Property Group Inc | SPG | 12.42 | 4.02 |
| Mitsui Fudosan Co., Ltd. | 8801 | --- | 3.34 |
| Host Hotels & Resorts Inc | HST | 16.98 | 2.61 |
| Unibail-Rodamco SE | UL | --- | 2.32 |
| Prologis Inc | PLD | 15.62 | 2.26 |
| Cheung Kong Holdings, Ltd. | 00001 | --- | 2.13 |
| Westfield Group | WEFIF | 24.42 | 2.04 |
| Boston Properties Inc | BXP | 3.36 | 2.0 |
| General Growth Properties Inc | GGP | 14.41 | 1.86 |
