| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
2
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.35 | 3.35 |
| Stocks | 94.66 | 94.66 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.99 | 1.99 |
| 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 | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 9.02 |
| American Tower Corp | AMT | 8.96 | 8.01 |
| Health Care REIT, Inc. | HCN | 23.72 | 7.73 |
| Weyerhaeuser Co | WY | 8.95 | 5.58 |
| SL Green Realty Corporation | SLG | 16.03 | 5.16 |
| Boston Properties Inc | BXP | 3.36 | 3.89 |
| Sabra Health Care REIT, Inc. | SBRA | 37.71 | 3.8 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 3.4 |
| BioMed Realty Trust Inc | BMR | 16.79 | 3.37 |
| Kimco Realty Corp | KIM | 23.6 | 3.33 |
