| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.15 | 9.15 |
| Stocks | 78.85 | 78.85 |
| Bonds | 3.64 | 3.64 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 8.36 | 8.36 |
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 | 7.32 |
| Alexandria Real Estate Equities Pfd | --- | --- | 4.86 |
| Digital Realty Trust, Inc. | DLR | -11.68 | 4.27 |
| Vornado Realty Trust | VNO | 2.75 | 3.86 |
| Forest City Enterprises Inc Class A | FCE.A | 15.05 | 3.8 |
| Alexandria Real Estate Equities Inc | ARE | -0.03 | 3.77 |
| AvalonBay Communities Inc | AVB | 0.53 | 3.26 |
| Digital Rlty Tr 144A 5.5% | --- | --- | 3.06 |
| Boston Properties Inc | BXP | 3.15 | 2.93 |
| Dupont Fabros Technology Inc | DFT | 0.29 | 2.75 |
