| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
2
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.84 | 3.84 |
| Stocks | 95.33 | 95.33 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.83 | 0.83 |
| 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 | 10.9 |
| Ventas Inc | VTR | 23.79 | 6.38 |
| Public Storage | PSA | 14.62 | 4.87 |
| S&P Mid 400 Emini June13 | --- | --- | 4.11 |
| Equity Residential | EQR | 1.11 | 3.93 |
| Boston Properties Inc | BXP | 3.36 | 3.34 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.26 |
| Vornado Realty Trust | VNO | 10.05 | 3.06 |
| Duke Realty Corp | DRE | 27.76 | 3.03 |
| Douglas Emmett, Inc. | DEI | 12.45 | 2.87 |
