| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
2
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.25 | 1.25 |
| Stocks | 98.75 | 98.75 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 11.30.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 11.30.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 9.9 |
| Public Storage | PSA | 14.62 | 6.19 |
| HCP Inc | HCP | 19.21 | 5.36 |
| Ventas Inc | VTR | 23.79 | 4.68 |
| Equity Residential | EQR | 1.11 | 4.22 |
| Boston Properties Inc | BXP | 3.36 | 3.99 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.76 |
| Prologis Inc | PLD | 15.62 | 3.55 |
| Vornado Realty Trust | VNO | 10.05 | 3.37 |
| AvalonBay Communities Inc | AVB | -1.68 | 3.21 |
