| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
5
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.32 | 1.32 |
| Stocks | 98.68 | 98.68 |
| 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 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 11.18 |
| Ventas Inc | VTR | 12.45 | 7.29 |
| Public Storage | PSA | 8.13 | 5.46 |
| Boston Properties Inc | BXP | 3.15 | 5.19 |
| AvalonBay Communities Inc | AVB | 0.53 | 4.16 |
| Equity Residential | EQR | 1.71 | 4.1 |
| Health Care REIT, Inc. | HCN | 14.08 | 3.56 |
| Prologis Inc | PLD | 11.54 | 3.36 |
| Vornado Realty Trust | VNO | 2.75 | 3.3 |
| Duke Realty Corp | DRE | 22.21 | 2.98 |
