| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
1
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.6 | 0.6 |
| Stocks | 99.4 | 99.4 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| 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 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 10.39 |
| Essex Property Trust | ESS | 8.53 | 6.99 |
| Host Hotels & Resorts Inc | HST | 13.66 | 6.94 |
| Camden Property Trust | CPT | 3.3 | 6.21 |
| Whirlpool Corporation | WHR | 25.35 | 5.96 |
| Taubman Centers, Inc. | TCO | 2.71 | 5.56 |
| Extra Space Storage, Inc. | EXR | 16.76 | 5.56 |
| Sovran Self Storage, Inc. | SSS | 6.83 | 5.33 |
| RLJ Lodging Trust | RLJ | 22.53 | 5.22 |
| Weyerhaeuser Co | WY | 9.38 | 5.11 |
