| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
3
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.02 | 1.02 |
| Stocks | 98.92 | 98.92 |
| Bonds | 0.0 | 0.0 |
| Other | 0.06 | 0.06 |
| 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 | 10.84 |
| Public Storage | PSA | 8.13 | 6.6 |
| Equity Residential | EQR | 1.71 | 6.01 |
| AvalonBay Communities Inc | AVB | 0.53 | 5.93 |
| Boston Properties Inc | BXP | 3.15 | 5.03 |
| Ventas Inc | VTR | 12.45 | 3.96 |
| Federal Realty Investment Trust | FRT | 4.76 | 3.14 |
| Health Care REIT, Inc. | HCN | 14.08 | 3.14 |
| Vornado Realty Trust | VNO | 2.75 | 2.99 |
| Prologis Inc | PLD | 11.54 | 2.77 |
