| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
1
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 99.49 | 99.49 |
| Bonds | 0.0 | 0.0 |
| Other | 0.51 | 0.51 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 9.71 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 4.82 |
| Equity Residential | EQR | 1.11 | 4.78 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.49 |
| Prologis Inc | PLD | 15.62 | 3.88 |
| Senior Housing Properties Trust | SNH | 22.8 | 3.3 |
| Vornado Realty Trust | VNO | 10.05 | 3.12 |
| Hudson Pacific Properties, Inc. | HPP | 6.2 | 2.91 |
| HCP Inc | HCP | 19.21 | 2.71 |
| Host Hotels & Resorts Inc | HST | 16.98 | 2.69 |
