| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
2
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.44 | 0.44 |
| Stocks | 99.56 | 99.56 |
| 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 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 10.02 |
| Public Storage | PSA | 8.13 | 4.64 |
| HCP Inc | HCP | 8.68 | 4.61 |
| Ventas Inc | VTR | 12.45 | 4.37 |
| Prologis Inc | PLD | 11.54 | 3.85 |
| Equity Residential | EQR | 1.71 | 3.7 |
| Health Care REIT, Inc. | HCN | 14.08 | 3.68 |
| Boston Properties Inc | BXP | 3.15 | 3.19 |
| AvalonBay Communities Inc | AVB | 0.53 | 3.08 |
| Vornado Realty Trust | VNO | 2.75 | 2.93 |
