| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
2
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.27 | 4.27 |
| Stocks | 56.86 | 56.86 |
| Bonds | 0.0 | 0.0 |
| Other | 0.56 | 0.56 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 38.31 | 38.31 |
| 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 | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 6.51 |
| Public Storage | PSA | 8.13 | 3.71 |
| Prologis Inc | PLD | 11.54 | 3.32 |
| Westfield Group | WEFIF | 13.6 | 3.15 |
| Equity Residential | EQR | 1.71 | 3.09 |
| Ventas Inc | VTR | 12.45 | 3.0 |
| Unibail-Rodamco SE | UL | --- | 2.75 |
| Host Hotels & Resorts Inc | HST | 13.66 | 2.48 |
| AvalonBay Communities Inc | AVB | 0.53 | 2.21 |
| Health Care REIT, Inc. | HCN | 14.08 | 2.17 |
