| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
3
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.18 | 0.0 | 0.18 |
| Stocks | 93.82 | 0.0 | 93.82 |
| Bonds | 0.1 | 0.0 | 0.1 |
| Other | 4.1 | 0.1 | 4.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.09 | 0.07 | 1.02 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.88 | 0.0 | 0.88 |
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 | 9.81 |
| Public Storage | PSA | 14.62 | 4.91 |
| Ventas Inc | VTR | 23.79 | 4.17 |
| Equity Residential | EQR | 1.11 | 3.83 |
| Boston Properties Inc | BXP | 3.36 | 3.79 |
| Prologis Inc | PLD | 15.62 | 3.74 |
| AvalonBay Communities Inc | AVB | -1.68 | 3.6 |
| Health Care REIT, Inc. | HCN | 23.72 | 3.35 |
| HCP Inc | HCP | 19.21 | 3.22 |
| Kimco Realty Corp | KIM | 23.6 | 2.33 |
