| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
3
1
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.07 | 1.07 |
| Stocks | 98.88 | 98.88 |
| Bonds | 0.0 | 0.0 |
| Other | 0.05 | 0.05 |
| 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 | 11.36 |
| Ventas Inc | VTR | 23.79 | 7.43 |
| Public Storage | PSA | 14.62 | 5.23 |
| Equity Residential | EQR | 1.11 | 4.23 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.82 |
| Boston Properties Inc | BXP | 3.36 | 3.64 |
| Duke Realty Corp | DRE | 27.76 | 3.09 |
| Dupont Fabros Technology Inc | DFT | 4.14 | 3.05 |
| Douglas Emmett, Inc. | DEI | 12.45 | 3.04 |
| Healthcare Realty Trust Inc. | HR | 24.61 | 2.96 |
