| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
2
5
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.93 | 1.93 |
| Stocks | 98.07 | 98.07 |
| 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 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 | 11.39 |
| Ventas Inc | VTR | 23.79 | 5.13 |
| Prologis Inc | PLD | 15.62 | 4.8 |
| Vornado Realty Trust | VNO | 10.05 | 4.01 |
| Public Storage | PSA | 14.62 | 3.81 |
| Kimco Realty Corp | KIM | 23.6 | 2.97 |
| Health Care REIT, Inc. | HCN | 23.72 | 2.95 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 2.89 |
| Equity Residential | EQR | 1.11 | 2.84 |
| UDR Inc | UDR | 4.31 | 2.59 |
