| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
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|
Zacks Investment Research
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|
Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.99 | 4.99 |
| Stocks | 93.65 | 93.65 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.31 | 0.31 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 1.05 | 1.05 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Simon Property Group Inc | SPG | 12.42 | 10.23 |
| Public Storage | PSA | 14.62 | 5.02 |
| Prologis Inc | PLD | 15.62 | 4.46 |
| Equity Residential | EQR | 1.11 | 4.39 |
| AvalonBay Communities Inc | AVB | -1.68 | 4.33 |
| Macerich Company | MAC | 18.99 | 3.84 |
| Federal Realty Investment Trust | FRT | 12.01 | 3.57 |
| Vornado Realty Trust | VNO | 10.05 | 3.46 |
| Boston Properties Inc | BXP | 3.36 | 3.17 |
| SL Green Realty Corporation | SLG | 16.03 | 3.14 |
