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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.0 | 1.0 |
| Stocks | 98.62 | 98.62 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.38 | 0.38 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 11.48 |
| HCP Inc | HCP | 8.68 | 4.97 |
| Public Storage | PSA | 8.13 | 4.89 |
| Ventas Inc | VTR | 12.45 | 4.78 |
| Health Care REIT, Inc. | HCN | 14.08 | 4.02 |
| Prologis Inc | PLD | 11.54 | 3.99 |
| Equity Residential | EQR | 1.71 | 3.82 |
| Boston Properties Inc | BXP | 3.15 | 3.41 |
| AvalonBay Communities Inc | AVB | 0.53 | 3.11 |
| Vornado Realty Trust | VNO | 2.75 | 3.05 |
