| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
2
2
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 94.44 | 94.44 |
| Bonds | 0.0 | 0.0 |
| Other | 0.48 | 0.48 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.91 | 1.91 |
| Convertible | 0.0 | 0.0 |
| Preferred | 3.17 | 3.17 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 7.95 |
| Boston Properties Inc | BXP | 3.36 | 5.35 |
| Ventas Inc | VTR | 23.79 | 4.15 |
| Public Storage | PSA | 14.62 | 4.1 |
| Prologis Inc | PLD | 15.62 | 3.62 |
| Vornado Realty Trust | VNO | 10.05 | 3.56 |
| SL Green Realty Corporation | SLG | 16.03 | 3.52 |
| Equity Residential | EQR | 1.11 | 3.28 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 3.24 |
| Alexandria Real Estate Equities Inc | ARE | 5.64 | 3.24 |
