| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
2
4
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.15 | 2.15 |
| Stocks | 97.85 | 97.85 |
| 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 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 9.19 |
| Health Care REIT, Inc. | HCN | 23.72 | 6.08 |
| Boston Properties Inc | BXP | 3.36 | 6.06 |
| Equity Residential | EQR | 1.11 | 6.06 |
| Ventas Inc | VTR | 23.79 | 5.81 |
| Macerich Company | MAC | 18.99 | 5.0 |
| Essex Property Trust | ESS | 7.2 | 4.6 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.08 |
| Alexandria Real Estate Equities Inc | ARE | 5.64 | 3.82 |
| Host Hotels & Resorts Inc | HST | 16.98 | 3.66 |
