| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
3
5
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.14 | 1.14 |
| Stocks | 58.01 | 58.01 |
| Bonds | 0.0 | 0.0 |
| Other | 0.61 | 0.61 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 40.24 | 40.24 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 7.47 |
| Westfield Group | WEFIF | 24.42 | 3.84 |
| Equity Residential | EQR | 1.11 | 3.43 |
| Public Storage | PSA | 14.62 | 3.2 |
| Unibail-Rodamco SE | UL | --- | 2.9 |
| AvalonBay Communities Inc | AVB | -1.68 | 2.9 |
| Boston Properties Inc | BXP | 3.36 | 2.79 |
| Prologis Inc | PLD | 15.62 | 2.77 |
| Ventas Inc | VTR | 23.79 | 2.7 |
| Kilroy Realty Corporation | KRC | 18.72 | 2.29 |
