| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.31 | 0.31 |
| Stocks | 99.69 | 99.69 |
| 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 | 11.9 |
| Public Storage | PSA | 14.62 | 8.27 |
| Ventas Inc | VTR | 23.79 | 7.76 |
| HCP Inc | HCP | 19.21 | 6.01 |
| Prologis Inc | PLD | 15.62 | 5.83 |
| Host Hotels & Resorts Inc | HST | 16.98 | 4.68 |
| Equity Residential | EQR | 1.11 | 4.12 |
| Kimco Realty Corp | KIM | 23.6 | 3.03 |
| SL Green Realty Corporation | SLG | 16.03 | 2.93 |
| DDR Corp | DDR | 17.59 | 2.68 |
