| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
5
2
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.02 | 3.02 |
| Stocks | 96.98 | 96.98 |
| 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 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 | 11.51 |
| Ventas Inc | VTR | 23.79 | 7.81 |
| Public Storage | PSA | 14.62 | 7.18 |
| Prologis Inc | PLD | 15.62 | 6.44 |
| SL Green Realty Corporation | SLG | 16.03 | 4.34 |
| HCP Inc | HCP | 19.21 | 3.74 |
| Camden Property Trust | CPT | 6.41 | 3.57 |
| Boston Properties Inc | BXP | 3.36 | 3.3 |
| CBL & Associates Properties, Inc. | CBL | 12.21 | 3.26 |
| Essex Property Trust | ESS | 7.2 | 3.13 |
