| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.02 | 0.02 |
| Stocks | 99.96 | 99.96 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.02 | 0.02 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| New York Community Bancorp, Inc. | NYCB | 3.89 | 3.02 |
| Hospitality Properties Trust | HPT | 28.99 | 2.91 |
| EPR Properties | EPR | 23.36 | 2.64 |
| Lorillard, Inc. | LO | 11.13 | 2.35 |
| Six Flags Entertainment Corp | SIX | 19.44 | 2.2 |
| Lockheed Martin Corporation | LMT | 8.9 | 2.19 |
| Equity Residential | EQR | 1.11 | 2.14 |
| Seagate Technology PLC | STX | 21.43 | 2.07 |
| Health Care REIT, Inc. | HCN | 23.72 | 1.91 |
| ConocoPhillips | COP | 4.62 | 1.82 |
