| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
2
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 98.15 | 98.15 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.85 | 1.85 |
| 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 | 12.75 |
| Ventas Inc | VTR | 23.79 | 5.79 |
| AvalonBay Communities Inc | AVB | -1.68 | 5.67 |
| Boston Properties Inc | BXP | 3.36 | 5.09 |
| Health Care REIT, Inc. | HCN | 23.72 | 5.0 |
| Public Storage | PSA | 14.62 | 4.27 |
| Digital Realty Trust, Inc. | DLR | 4.05 | 3.44 |
| HCP Inc | HCP | 19.21 | 3.35 |
| Macerich Company | MAC | 18.99 | 3.23 |
| Camden Property Trust | CPT | 6.41 | 2.78 |
