| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
2
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.79 | 0.79 |
| Stocks | 98.5 | 98.5 |
| Bonds | 0.71 | 0.71 |
| 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 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 11.44 |
| Ventas Inc | VTR | 12.45 | 5.15 |
| Prologis Inc | PLD | 11.54 | 4.82 |
| Vornado Realty Trust | VNO | 2.75 | 4.03 |
| Public Storage | PSA | 8.13 | 3.83 |
| Kimco Realty Corp | KIM | 15.63 | 2.98 |
| Health Care REIT, Inc. | HCN | 14.08 | 2.95 |
| Digital Realty Trust, Inc. | DLR | -11.68 | 2.89 |
| Equity Residential | EQR | 1.71 | 2.86 |
| UDR Inc | UDR | 6.75 | 2.6 |
