| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.23 | 0.0 | 2.23 |
| Stocks | 45.56 | 0.0 | 45.56 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.59 | 0.02 | 0.57 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 51.65 | 0.0 | 51.65 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 6.02 |
| Mitsubishi Estate | 8802 | --- | 3.8 |
| Westfield Group | WEFIF | 24.42 | 3.2 |
| Prologis Inc | PLD | 15.62 | 3.07 |
| Mitsui Fudosan Co., Ltd. | 8801 | --- | 2.94 |
| Hongkong Land Holdings Ltd. | H78 | --- | 2.27 |
| Boston Properties Inc | BXP | 3.36 | 2.14 |
| Vornado Realty Trust | VNO | 10.05 | 2.09 |
| Public Storage | PSA | 14.62 | 1.96 |
| Host Hotels & Resorts Inc | HST | 16.98 | 1.96 |
