| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.55 | 0.55 |
| Stocks | 99.45 | 99.45 |
| 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 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 13.28 |
| Prologis Inc | PLD | 15.62 | 6.65 |
| Ventas Inc | VTR | 23.79 | 4.73 |
| HCP Inc | HCP | 19.21 | 4.55 |
| Equity Residential | EQR | 1.11 | 4.48 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.33 |
| DDR Corp | DDR | 17.59 | 3.35 |
| Health Care REIT, Inc. | HCN | 23.72 | 2.95 |
| Home Properties, Inc. | HME | 5.14 | 2.6 |
| Post Properties Inc | PPS | -1.68 | 2.41 |
