| Scorecard |
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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 | 1.03 | 1.03 |
| Stocks | 98.72 | 98.72 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.25 | 0.25 |
| 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 | 10.97 |
| HCP Inc | HCP | 19.21 | 4.99 |
| Public Storage | PSA | 14.62 | 4.85 |
| Ventas Inc | VTR | 23.79 | 4.71 |
| Prologis Inc | PLD | 15.62 | 4.08 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.91 |
| Equity Residential | EQR | 1.11 | 3.89 |
| Boston Properties Inc | BXP | 3.36 | 3.38 |
| AvalonBay Communities Inc | AVB | -1.68 | 3.18 |
| Vornado Realty Trust | VNO | 10.05 | 3.12 |
