| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.75 | 2.75 |
| Stocks | 97.25 | 97.25 |
| 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 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 10.78 |
| Public Storage | PSA | 14.62 | 6.29 |
| Equity Residential | EQR | 1.11 | 5.78 |
| AvalonBay Communities Inc | AVB | -1.68 | 5.62 |
| Boston Properties Inc | BXP | 3.36 | 5.13 |
| Ventas Inc | VTR | 23.79 | 4.17 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.3 |
| Federal Realty Investment Trust | FRT | 12.01 | 3.07 |
| Vornado Realty Trust | VNO | 10.05 | 2.85 |
| Prologis Inc | PLD | 15.62 | 2.68 |
