| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
1
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 11.0 | 0.0 | 11.0 |
| Stocks | 44.34 | 0.0 | 44.34 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 3.71 | 0.05 | 3.66 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 40.5 | 0.0 | 40.5 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.49 | 0.0 | 0.49 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Lexington Realty Trust | LXP | 21.53 | 2.79 |
| Hang Lung Properties Ltd. | 00101 | --- | 2.69 |
| Kennedy-Wilson Holdings, Inc. | KW | 16.6 | 2.69 |
| Chatham Lodging Trust | CLDT | 18.86 | 2.6 |
| CapitaLand Limited | C31 | --- | 2.47 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 2.29 |
| Health Care REIT, Inc. | HCN | 23.72 | 2.23 |
| Simon Property Group Inc | SPG | 12.42 | 1.77 |
| Colony Financial Inc | CLNY | 14.82 | 1.74 |
| Mitsubishi Estate | 8802 | --- | 1.67 |
