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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 10.16 | 10.16 |
| Stocks | 56.2 | 56.2 |
| Bonds | 15.47 | 15.47 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 18.17 | 18.17 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Corporate Office Pptys L P 144A 4.25% | --- | --- | 7.7 |
| Simon Property Group Inc | SPG | 12.42 | 4.39 |
| Equity Residential | EQR | 1.11 | 4.32 |
| Public Storage | PSA | 14.62 | 3.67 |
| Parkway Pptys Pfd | --- | --- | 3.29 |
| Prologis Inc | PLD | 15.62 | 3.11 |
| Boston Properties Inc | BXP | 3.36 | 2.7 |
| AvalonBay Communities Inc | AVB | -1.68 | 2.67 |
| Health Care REIT, Inc. | HCN | 23.72 | 2.67 |
| Macerich Company | MAC | 18.99 | 2.66 |
