| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
2
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.12 | 0.12 |
| Stocks | 98.98 | 98.98 |
| Bonds | 0.0 | 0.0 |
| Other | 0.9 | 0.9 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | 12.32 |
| Prologis Inc | PLD | 15.62 | 5.28 |
| Boston Properties Inc | BXP | 3.36 | 4.76 |
| Host Hotels & Resorts Inc | HST | 16.98 | 4.61 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.6 |
| HCP Inc | HCP | 19.21 | 4.12 |
| Equity Residential | EQR | 1.11 | 3.92 |
| Ventas Inc | VTR | 23.79 | 3.9 |
| Public Storage | PSA | 14.62 | 3.47 |
| Camden Property Trust | CPT | 6.41 | 3.19 |
