| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.38 | 2.38 |
| Stocks | 43.71 | 43.71 |
| Bonds | 0.0 | 0.0 |
| Other | 0.53 | 0.53 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 53.38 | 53.38 |
| 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 | |
|---|---|---|---|
| Mitsubishi Estate | 8802 | --- | 4.53 |
| Simon Property Group Inc | SPG | 6.89 | 3.88 |
| Mitsui Fudosan Co., Ltd. | 8801 | --- | 3.26 |
| Host Hotels & Resorts Inc | HST | 13.66 | 2.56 |
| Unibail-Rodamco SE | UL | --- | 2.35 |
| Prologis Inc | PLD | 11.54 | 2.29 |
| Cheung Kong Holdings, Ltd. | 00001 | --- | 2.18 |
| Westfield Group | WEFIF | 13.6 | 2.0 |
| Boston Properties Inc | BXP | 3.15 | 1.98 |
| General Growth Properties Inc | GGP | 3.48 | 1.81 |
