| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
4
1
5
2
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.18 | 0.0 | 2.18 |
| Stocks | 20.39 | 1.62 | 18.77 |
| Bonds | 6.26 | 0.0 | 6.26 |
| Other | 2.32 | 0.98 | 1.34 |
| Foreign Bonds | 0.53 | 0.0 | 0.53 |
| Foreign Stocks | 1.53 | 0.8 | 0.73 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 70.19 | 0.0 | 70.19 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Cbl & Assoc Pptys Pfd | --- | --- | 3.1 |
| Stag Industrial, Inc. | STAG | 22.31 | 2.47 |
| Hospitality Properties Trust | HPT | 28.99 | 2.26 |
| Sunstone Hotel Invs Inc New Pfd | --- | --- | 2.06 |
| Glimcher Rlty Tr Pfd | --- | --- | 2.02 |
| Weingarten Rlty Invs Pfd | --- | --- | 1.95 |
| Ashford Hosptlty Tr Pfd | --- | --- | 1.91 |
| Felcor Lodging Tr Pfd | --- | --- | 1.86 |
| Forest City Enterprises Pfd | --- | --- | 1.76 |
| Parkway Pptys Pfd | --- | --- | 1.76 |
