| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
3
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 88.14 | 13.5 | 74.63 |
| Bonds | 1.97 | 0.0 | 1.97 |
| Other | 3.98 | 0.67 | 3.31 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 5.33 | 0.0 | 5.33 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 14.77 | 0.0 | 14.77 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 6.89 | 4.59 |
| Vornado Realty Trust | VNO | 2.75 | 3.4 |
| AvalonBay Communities Inc | AVB | 0.53 | 3.26 |
| HCP Inc | HCP | 8.68 | 3.16 |
| Digital Realty Trust, Inc. | DLR | -11.68 | 2.86 |
| Ashford Hospitality Trust, Inc. | --- | --- | 2.67 |
| Prologis Inc | PLD | 11.54 | 2.62 |
| Ventas Inc | VTR | 12.45 | 2.61 |
| Public Storage | PSA | 8.13 | 2.59 |
| iStar Financial, Inc. | SFI | 43.8 | 2.58 |
